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

To: kash johal who wrote (80406)	11/18/1999 7:11:00 PM
From: Charles R	Respond to of 1572157

Kash, <Well a PR 433/466/500 is gonna be dogmeat in Q1 IMHO.> Agreed. However, to the extent it ships it will depress low-end ASPs. That will make it tougher for Intel to raise low-end ASPs to makeup for high-end shortfall. <Not a lot has been talked about this new socket 7 SIS chipset with the killer graphics from Art-X. Couple that with a 533-650 Mhz K6-2+ and you have an awesome gaming platform and dirt cheap to boot.> Yes, I agree. I think that AMD did a smart thing by entering Easy-PC market. Between laptop, Easy PC and a small retail PC market share, AMD can sell the 3-4Mu of K6s that it can produce (my estimate) <If I am VIA I would be real worried about Joshua. The market wants high Mhz and high gaming performance.> I am not sure VIA has much to worry. When travelling in Asia I notice that there is good market for not-so-state-of-the-art speed grades. One advantage VIA does have is they can mate Joshua with PC133 chipset and sell at an attractive price/performance to Celeron. Since Joshua is socket compatible with Celeron some motherboard makers will make a go. The ASPs will be in dirt but it is upto VIA to decide how low they can go. If they don't get good ASPs then they can stop producing chips. Since VIA doesn't have a fab to depreciate they can stop the lines at their will. <Both Intel's 81XX family and VIA's stuff looks real weak to me.> VIA seems to have gotten an unfair share of the high-end 133MHz FSB designs so far. I am upbeat about S3/VIA chipsets especially the Whitney equivalent (with better graphics) that is expected to hit the scene in Q1. Intel looks a little exposed right now on the chipset side. Chuck

To: kash johal who wrote (80406)	11/18/1999 11:11:00 PM
From: xun	Read Replies (3) \| Respond to of 1572157

RE: <Well a PR 433/466/500 is gonna be dogmeat in Q1 IMHO> I think VIA's solutions will capture some market shares in developing countries as well as in the US as second or third home computer. As the world wide PC market continues to expand rapidly in the forseable future, INTC and AMD will still have lion's shares with fat profits. I am still not convinced that fabless firms can reach major league status in the microprocessor business. I don't think VIA can afford a world class fab even with the support from its parent company, Formosa Plastics. Also remember that most talented Taiwanese engineers are still living in the US. Without a huge home market, a world class fab and R&D talents, I can't imagine a magic that can lift VIA to threat INTC and AMD well beings. Just my 2 cnets. panic_mob