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

To: kash johal who wrote (97948)	3/11/2000 8:38:00 AM
From: Daniel Schuh	Respond to of 1571204

Kash, I agree the Intel solution will be something like Timna, that is if they don't go raiding the dumpsters for PIII rejects from years past. I'm a little skeptical about RDRAM being reasonably priced next year though. Although maybe 2x will be cheap enough, or maybe they can raid the dumpsters for off speed parts on that one too. AMD still has to prove itself on chipsets. I think trying to cover the x base while moving on the DDR front might have stretched things a little thin. As for how things were handled by Microsoft, well, that's hardly a surprise. Microsoft is an equal opportunity partner, they treat everybody like dirt. Cheers, Dan.

To: kash johal who wrote (97948)	3/11/2000 9:46:00 PM
From: Paul Engel	Respond to of 1571204

Kash - Re: "After some reflection I suspect that AMD didn't have much chance. The real Intel solution is likely to be a timna spin off. It would support external graphics but everything else would be integrated including RDRAM memory controller. Its tough for AMD to compete with Athlon + chipset for under $50-60. Intel can likely sell the timna solution for such a price with reasonable margins. I doubt if AMD ever really had a chance but were played along to keep intels pricing honest. And likely rambus next year will be reasonably priced as it can be simply on the board ala playstation so no RIMM worries. IMHO, this was the right technical descision, which also should be low power as well and low cost as well. It all makes perfect sense, although as an AMD shareholder i am upset about the way it was handled by MSFT." Good summary. Unfortunately, too many other AMD investors on this thread have gone from EUPHORIA for AMD for (potentially) winning the X-BOX design win, to now assigning NEGATIVE value to that design win because Intel has won it. Paul