Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (69235)	8/19/1999 1:49:00 PM
From: DRBES	Respond to of 1574061

re: "Intc leaving graphics chip business:" One operative phrase of relevance here is "The enemy of my enemy is my friend." iNTEL has alienated many in that industry (and in the process made many "friends" for AMD) and done an incompetent job, as well. They, as big as they are, spread themselves, arrogantly, too thin, and into areas that they cannot handle competently. Regards, DARBES

To: tejek who wrote (69235)	8/19/1999 4:13:00 PM
From: grok	Respond to of 1574061

RE: <Intc leaving graphics chip business: news.com; Notice this quote: "'They literally have all the resources they need. They have a huge engineering staff and all the IP [intellectual property] protection they need. They have the manufacturing,' said Jon Peddie, president of Jon Peddie Associates, a consultancy based in Tiburon, California. 'But they are just too comfortable. They just don't have the same sense of panic that the smaller companies like Nvidia have.'" Of course, why should Intel beat its own brains out on graphics at the highend when there are an endless stream of smaller companies and VC backed startups beating their brains out to succeed in that market? I think that Intel's strategy is to put their graphics into each of their North Bridges or PCOACs (where there is no competition) and make a basic level of 3D become standard in PCs. The smaller companies can compete for the add-in cards. One reason for providing 3D in North Bridge is that, as we saw today, they are pad limited anyway. Also, providing 3D in NB or PCOAC makes Rambus look real good since the 3D needs bandwidth and this helps explain why Intel is behind Rambus.