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

To: Petz who wrote (84194)	12/27/1999 2:21:00 PM
From: Petz	Read Replies (1) \| Respond to of 1573969

From the same site, I missed this on Christmas, but could be significant for AMD -- VIA acquires S3 stake for $146 million Posted Saturday, December 25, 1999 by oleg TAIPEI--Taiwan's VIA Technologies said today it has agreed to increase its stake in S3 to 14.9 percent by purchasing 10.8 million shares for $145.8 million, or $13.5 per share. The investment followed VIA?s October move to buy 1.35 million shares, or 2.5 percent of S3, for $14.0million. "S3 is a key partner to us in pursuing our business objectives," hen Wen-Chi, president and chief executive of VIA, said in a statement. "In addition tothe mutual opportunities for the PC market, we see substantial value in S3's communication and financial assets." The transaction is subject to obtaining all required government approvals and to customary closing conditions, it said. S3 is a Santa Clara, Calif. - based developer of graphics accelerator chips; VIA is one of Taiwan's leading chip suppliers. targetpc.gxnetwork.com look under Dec. 25, 1999 Would it make sense for AMD to license the Athlon or K62+ core to VIA for use in an integrated competitor to the Timna? I believe Intel was wooing S3 also. Petz

To: Petz who wrote (84194)	12/27/1999 3:05:00 PM
From: DRBES	Read Replies (1) \| Respond to of 1573969

re: "also to make room for the Athlon 800 which will be released the same day." But unlike the phantom 800 aluminuminE there probably will be some actually available. Regards, DARBES

To: Petz who wrote (84194)	12/27/1999 3:46:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1573969

Re: "Price cuts and Athlon 800 coming 1/3/00: " So AMD is desperately scrambling to try and pull even with Intel in the MHz race. So where's the 850MHz? I thought AMD could jump speed grades any time they wanted to. Looks to me like this design is running out of steam. EP

To: Petz who wrote (84194)	12/27/1999 3:50:00 PM
From: DRBES	Respond to of 1573969

HHHHHMMMMMMM! METHINKS elmeR sounds worried Regards, DARBES

To: Petz who wrote (84194)	12/29/1999 11:41:00 AM
From: Charles R	Respond to of 1573969

Petz, <We have learned that AMD will cut prices on it's Athlon CPU's on Monday Jananuary 3rd. We expectprices to be slashed 15-20% as per the usual cuts. This is in part due to increased pressure from Intel, but also to make room for the Athlon 800 which will be released the same day. The source is targetpc.gxnetwork.com Stole the link from Anand, never heard of it before so I can't vouch for its reliability. The 20% sounds awfully high for adding one speed grade.> The 20% number is not high because: - There have not been any meaningful cuts in Q4 - Q1'00 demand will be significantly lower than Q4'99 - Intel expected to cut the prices by about the same % I think this is only the first cut for the quarter. There will probably be another cut or two as new speed grades are introduced and as AMD steals a little bit more market share at the high-end. Chuck