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

To: Cirruslvr who wrote (73093)	9/25/1999 2:38:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1572208

Cirruslvr, <I hope Via doesn't have to decide between more Intel chipset or Athlon chipset production. They have enough room for both, right?> It is difficult to know what Via planned versus what Via needs and how that changes with the 2 or 3 week hit to production. Having said that, I would be surprised if Via doesn't have to make some choices here. Intel will be at a disadvantage because of the lawsuit situation but in this industry loyalties can change for the right price. Intel and AMD will probably get opportunities to sharpen their dealmaking skills. Chuck

To: Cirruslvr who wrote (73093)	9/25/1999 2:42:00 PM
From: Dan3	Respond to of 1572208

Re: I hope Via doesn't have to decide between more Intel chipsets or Athlon chipset production.. Intel has sued VIA to try to get them to not ship the 133 parts. Choosing to give priority to Athlon chipsets would seem to be a no brainer - although I expect that lawsuit to go away very quickly if Camino really is delayed for 2-3 months. One of three factors that led me to my current strategy (short Intel and Rambus, long AMD - and it wasn't looking like much of a strategy until yesterday) was the lawsuit by Intel against VIA to try to force VIA to not ship faster technology. I know that no one else seems to see that as such a big deal, but it just astounded me. Maybe we have now seen the reason why Intel was so anxious to slow down the introduction of 133MHZ memory busses. Dan