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: Process Boy who wrote (70406)	8/31/1999 12:50:00 PM
From: Charles R	Respond to of 1583954

PB, <Instead of being deathly afraid of what VIA will do to AMD, you seem to be more enthralled with the prospects of what VIA can do to Intel. Go ahead! Root VIA on. Party on Wayne.> IMHO, INTC or AMD longs not being concerned about long-term implications of VIA on micro biz is unwise. However, as AMD moves its entire product line to K7, the exposed party in the short term may be Intel (assuming VIA can put decent quantities of socket 370 product in the maket over the next few quarters). Even without Dresden, AMD can put severe pressure on high-end ASPs and VIA can do the same thing at the low-end. And, being socket compatible means, VIAs products can be shoe-ins from OEM perspective. (i.e., buy socket 370 motherboards and make CPU decision (INTC/VIA) on price basis). And, VIAs lowend can be pretty compelling because of the support for 133MHz bus and PC133. From what I can tell, Intel has no plans to cross 100MHz Celeron for the next few quarters. My take on VIA (and taiwanese industry in general)has been posted before on this thread so I will not repeat the details here. Chuck

To: Process Boy who wrote (70406)	8/31/1999 1:11:00 PM
From: tejek	Read Replies (1) \| Respond to of 1583954

RE <<<This is what really gets my goat about the AMD longs. Instead of being deathly afraid of what VIA will do to AMD, you seem to be more enthralled with the prospects of what VIA can do to Intel. Go ahead! Root VIA on. Party on Wayne.>>> That is because for all your posting here you do not understand the position of the AMD longs nor the animosity towards intc. The enemy is intc, not Via....Via probably is seen as an ally. And this is more than just 'the little guy hating the big guy'. Realistically you are probably right....Via may well be a problem down the road. But intc is the target right now. ted