Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: andreas_wonisch who wrote (54353)	9/10/2001 2:16:57 PM
From: Milan Shah	Read Replies (1) of 275872

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 One point of view I wanted to share with the thread is that I believe the reason Intel doesn't want to help VIA is that any money that VIA makes stands a good chance of being invested in processor development, like their new C4, which in turn will simply turn around and hurt Intel. Indeed, I am a bit concerned about AMD being loose with its innovations - it might be just shooting itself in the foot. VIA is clearly headed in the direction of competing with Intel and AMD, why in the world should Intel help them at all? In my more pessimistic moments, I think the processor industry is headed the way of the television and CRTs - there is not a single manufacturer of TVs in the US (frightening thought in case of war). As the value of innovation gets marginalized, and as the technology becomes more common, these industries will migrate to developing countries with extremely cheap labor. Milan

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