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

To: Goutam who wrote (94363)	2/20/2000 2:58:00 PM
From: Scumbria	Respond to of 1578015

Goutama, I see Timna has a glaring weakness - its integrated graphics. MediaGX has integrated 2D graphics, and it still sells many millions of units as part of Geode. The 3D graphics of Timna will make it the system of choice for very low end PCs. I agree that Timna won't be great for midrange PCs. Scumbria

To: Goutam who wrote (94363)	2/20/2000 3:26:00 PM
From: Charles R	Respond to of 1578015

Goutama, <I agree with you except regarding to Timna. I think some of you guys are overestimating Timna's strength. I see Timna has a glaring weakness - its integrated graphics. > I, on the otherhand, think Timna is grossly underestimated. Talk about difference of opinion! Here is my thinking: Timna solves the biggest problem that plagued MediaGX - MHz. PIII core can go to GHz means Timna can get there in due time! The built-in graphics will also be likely better than most mainstream graphics solutions that people buy. PSII will ship this Christmas in the US at about $300 and will include a DVD player among other things. Until AMD/VIA can bring out competitive SOC solutions, Timna is currently the only answer that the PC industry has (though this is likely to change by Christmas). Monitors this year have reached a price point where they will start replacing some TVs. Monitor shipments will overwhelm TV shipments in the not too distant future and the pricing delta between monitors and TVs will reduce even further. With flat panel displays the story changes even more. All these technologies will drive massive consumer volumes on cheap SOC solutions. I expect Timna class of solution with a cheap monitor to dominate the consumer side for years to come. This, IMHO, is the reason Microsoft is scrambling with X-Box. Sony's current problem is production and software base. It will take a while for Sony to fix this. The PC guys need to do something to get PC price points down to mitigate the PSII threat. Otherwise these guys don't have a prayer of competing with Sony's business model of subsidized hardware. Timna, IMHO, is at the right place at the right time at an acceptable performance level. Chuck