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

To: Tenchusatsu who wrote (90570)	1/31/2000 1:39:00 AM
From: Petz	Read Replies (1) \| Respond to of 1578534

Tench, re:<Also, it's not clear to me why Via will want to continue making Athlon chipsets> From an interview with Richard Brown, Director of Marketing at VIA Technologies at tech-junkie.com Tj: VIA is intensely supporting AMD in the Ahtlon effort by developing the KX133. But VIA is also developing the Joshua processor. Wouldn't the support of Athlon hurt the success of Joshua? When Joshua is released, will VIA continue to support AMD by supplying chipsets? Richard Brown: VIA regards AMD as a very close strategic partner and we are 110% committed to supporting the Athlon processor with our chipsets - now and in the future. Athlon is a great processor which is positioned in the performance segment of the market while Joshua is firmly targeted at the Value segment, so there are no potential market conflicts. ----------------------- end of quote Still, I would like to see some technology sharing between VIA and AMD so this relationship could be solidified on a basis more lasting than hatred of Intel and Intel's legal department. EDIT, thanks for link from JC's jc-news.com Petz

To: Tenchusatsu who wrote (90570)	1/31/2000 10:21:00 AM
From: milo_morai	Respond to of 1578534

My take on Via and AMD is this. AMD licensed 3dNOW to Via for Joshua(Is it named after the WarGames computer "The WOPR?"). (I'm not sure what AMD is getting for this, but It has to be some agreement, either cash or a commitment to making chipsets etc). Joshua can attack INTC socket 370 line of PC's, and it has a added feature of 3dNOW! Joshua doesn't hurt Socket 7 sales as much as socket 370 sales. Therefore I think VIA and AMD must have a very good agreement with Athlon Chipsets, for the use of 3dNOW! SIMD. IMO a WIN WIN solution. Milo

To: Tenchusatsu who wrote (90570)	1/31/2000 10:27:00 AM
From: Bill Jackson	Respond to of 1578534

Tenchu, AMD is quite capable of making chipsets for their own products if needed and with Dresden they will have the space to enter that market if they need to. I expect that there will be a three way fight in the low end and via will try to move upwards. Eventually the pressures to integrate vertically will force all players to make both CPUs and chipsets for their own CPU products. They may then sell/not sell them to others as their own self interest demands. This point with Via is probably around a year from now when they will see if their CPU products have been able to force some share away from AMD/Intel in the low end. AMD/Intel may well end up completely exiting the very low end(300 mhz or less)?? Hard to say. It all depends on the cost of PGA packaged CPUs, or even onboard epoxy blobbed CPUs(OK for the lower heat of low speeds and very low cost) This summer will see the first Via CPUs try to make their way against AMD/Intel....and they are sure to get some share. The question is will Intel take a stance to cut prices to kill Via? or can they? Bill