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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.08-5.1%11:43 AM EST

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To: andreas_wonisch who wrote (54353)9/10/2001 2:12:40 PM
From: ElmerRead Replies (2) of 275872
 
So far the biggest problem for P4's acceptance has been poor chipset support (read: Rambus only). If Intel had given licenses out, say e.g. one year prior to the introduction, we might already see lots of different chipsets, including those that support DDR SDRAM. I'd understand if Intel wanted to have both the CPU and chipset market. But instead they made a half-hearted attempt to only allow certain companies they "like" (read: not Nvidia and VIA) building P4 chipsets. I almost can imagine the continuous struggle between the Intel CPU and chipset groups to give out licenses or not and the result is a bad compromise IMO.

If low cost chipset support had been there from the beginning Intel would not have been able to meet P4 demand. The relatively high cost of the RamBus solution kept demand at managable levels. Now that Intel P4 demand is about to crossover P3 and .13u P4 is already in the fab pipeline Intel is ready to ship high volume. No need to keep the throttle on. 845/Sdram will meet the demand through year's end and then 845/DDR will fit the same pinout. No redesigns needed. Intel wants the chipset market to fill up their excess .18u capacity.

BTW, AMD doesn't charge anything for chipset licenses. And I don't think that's a mistake.

AMD has to give it away to get anyone interested.

EP
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