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

To: Petz who wrote (90554)	1/30/2000 11:42:00 PM
From: milo_morai	Respond to of 1578511

John, I agree with you. I think it hurts INtel more than AMD, as OEM's can just plug Joshua into a Socket 370 MB. Thus giving OEM's a easy route to replace Celery based PC's. I think OEM's will continue using AMD as a 2nd Source and Via will replace allot of INTC low end PC's. IMO. Milo P.S. I like the fact it has 3DNOW it gives a feature Celeron's do not have.

To: Petz who wrote (90554)	1/30/2000 11:44:00 PM
From: Yougang Xiao	Read Replies (2) \| Respond to of 1578511

Petz: <<Some AMDers on this thread are afraid of VIA but I am of the opposite opinion. I think a strong competitor at the low end will keep Intel from cutting prices at the high end where AMD is making its profits (even more so in the future).>> Please allow me to disagree: The biggest problem for Via's entry is that price war or the perception of price war HAVE to continue. Frankly, the uncertainty of relationship with Intel is the single most important negative factor that holds AMD stock where it is. Wallstreet, you, PB and I all need for our respective interests to see the war turns into peace. With Via, that hope is remoter than ever. Tom Dunlop does Intel and AMD no good by not going after Via/NSM CPU fab deal! <<Eventually, I'd like to see a deal between AMD and VIA where they could manufacture a PGA370 version of the K6-2+. VIA, in turn would devote more of its resources to Athlon chipsets. This would make sense when the low-cost Athlon (Spitfire) is ready and allow AMD to exit the low end business entirely.>> No, AMD cannot and should not exit low end. There is not enough volume to support AMD at the high end.

To: Petz who wrote (90554)	1/31/2000 1:01:00 AM
From: Tenchusatsu	Read Replies (3) \| Respond to of 1578511

Petz, <Eventually, I'd like to see a deal between AMD and VIA where they could manufacture a PGA370 version of the K6-2+. VIA, in turn would devote more of its resources to Athlon chipsets.> We're not going to see this; otherwise Via wasted its money buying Cyrix and IDT. It's obvious that Via wants to make a low-end x86 processor of their own, and in fact, they already have a couple of processor cores in development. Also, it's not clear to me why Via will want to continue making Athlon chipsets. Sure, if Athlon were restricted to the high-end exclusively, Via will want to continue supporting Athlon. But since Spitfire is on its way to the low-end, why should Via make chipsets for a CPU that will directly compete against their own CPUs? Unless, of course, Via decided to just ditch their Cyrix and IDT purchases. I think because of this, AMD may soon find themselves in a bind with regard to Athlon chipsets. Maybe Via will just sell the KX133 chipset design to AMD, then let AMD (or some other foundry) worry about manufacturing them. It confuses me when people on this thread think Via's recent directions can only mean good news for AMD. Their desire to make their own low-end x86 CPU is not going to go well with AMD's plans for K6-2+ and Spitfire. Tenchusatsu