Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: andreas_wonisch who wrote (48091)	7/17/2001 6:27:42 PM
From: Joe NYC	Read Replies (2) of 275872

Andreas, Otellini calls VIA P4 chipset "rumor chipset", hasn't seen silicon yet. Via seems to be in the middle of a slump. Their Athlon DDR chipset sucks, they are losing ground across the board in Socket A chipsets, and now they are about to lose more share in Intel market, while their CPUs are not making any inroads. I would like to see their market share of Socket A CPUs. It will go from virtually 100% to less than 50% this quarter IMO, with no competitive chips in sight. They still have some KX133(A) business, but as OEMs switch to DDR, Via is just one of many competitors, one of the weakest ones based on the reviews of their chipset. Joe

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