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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.11+0.1%Dec 24 12:59 PM EST

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To: TGPTNDR who wrote (47637)7/14/2001 9:44:20 AM
From: dale_laroyRead Replies (1) of 275872
 
>That's why INTC got into the chipset/MOBO business in the first place. When they built a new CPU they also had to do the heavy lifting of doing the new chipset and mobo if they wanted to sell the new CPU -- or they had to wait 'till the outside companies decided it was in their best interest to design & build for it.

IMO AMD's going to have to go that route also, eventually.

The chipset, unless differentiated(think Nvidia) is too easy to do to allow it to hold up CPU & MOBO release/adoption.<

AMD already releases their own chipsets. The problem is that they are not serious about producing them as a commercial product. Or more precisely, they do not want to compete against potential chipset vendors.

I started writing to AMD about this years ago, when they first agreed not to socket steal beyond Socket 7. I have suggested that AMD avoid competition by crippling their chipset with such strategies as the elimination of ISA support, or loading it up with features such as integrated Firewire support. Even better would have been to have purchased 3Dfx and produced only and integrated graphics variant from day one, at least in the consumer market.

What I would like to see AMD do with Hammer is license the Rendition graphics core from Micron to produce an integrated solution, including SCSI support, but eliminates ISA support, for Clawhammer, then produce a version for Sledgehammer that does not include integrated graphics, but does include support for Firewire. Having done this, AMD should get very serious about aggressively marketing their own chipsets.
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