Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 211.01

+0.1%

12:14 PM EST

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To: andreas_wonisch who wrote (54366)	9/10/2001 3:30:06 PM
From: Elmer	Read Replies (1) of 275872

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? Good questions for which I don't have all the answers. Maybe this is a continuation of their failure a couple of years ago to admit RamBus was a bad decision, or at least 100% RamBus with no fallback position. They're just now catching up to where they should have been. They do have plenty of capacity and could supply the entire market, given the opportunity. EP

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