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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: Joe NYC who wrote (48095)	7/19/2001 12:17:00 PM
From: Jim McMannis	Read Replies (1) of 275872

RE:"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." I hope AMD, SIS and Nvidia put them out of their misery. VIA did as much to damage AMDs reputation as anyone. Jim

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