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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.45

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Dec 11 3:59 PM EST

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To: Elmer who wrote (54355)	9/10/2001 2:43:28 PM
From: andreas_wonisch	Read Replies (3) of 275872

Elmer, Re: Intel wants the chipset market to fill up their excess .18u capacity. What I don't understand: If Intel wanted the P4 chipset market alone, why are they selling licenses at all (so far SiS, ALi and ATI)? Maybe they think that these companies aren't as "dangerous" as VIA or NVIDIA but probably it's just that different people in the company are thinking different on this subject which lead to this compromise. They would certainly have enough 0.25 and 0.18 micron capacity to satisfy the entire market. Why not go for it all then? Andreas

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