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: Bilow who wrote (80596)	11/20/1999 8:43:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 1572613

Bilow, Dell has a higher degree of integration from the assembly point to the client. VIA will have integration from the parts level to the assembly point. VIA may well become a vertically integrated mobo maker?, or may simply sell chipsets and CPUs to the mobo makers.? They are uniquely positioned to make proprietary chipsets to go with proprietary CPUs that are x86 compatible, forcing a mobo maker to buy both. They can also make for the assorted Intel and AMD parts. VIA will certainly blaze a trail at the low end and gradually extend it to higher speeds. Intel can also do well at the low end as they have fab space freed by the decreasing feature sizes, they may not choose to do this, taking a higher margin tack as they have done in the past. AMD is possibly going to be unable to compete at the low end?, however Dresden is large and with machines added will become a very low cost fab. This coming year will be very interesting, what with the major players like Gateway and Dell coming on board with AMD(soon, soon) Bill

To: Bilow who wrote (80596)	11/21/1999 4:16:00 PM
From: tejek	Read Replies (1) \| Respond to of 1572613

RE <<<P.S. I guess I should admit that I sold the last of my AMD Friday, and am now out of it. It was a happy trade. I still think the stock is going up, over the next six months, and if I can get another chance to buy it cheaply, I will do so.>>> Carl, I was really surprised by your first post and even more surprised by your second post....why would you sell your AMD when it is finally going up? It isn't any of my business, of course, but I thought you were in at around 28 which means you could not have made much profit. Just curious. ted