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

To: steve harris who wrote (98056)	3/11/2000 6:46:00 PM
From: Daniel Schuh	Respond to of 1572320

Intel snatches X-Box victory, eats AMD Athlon's lunch theregister.co.uk Meanwhile, Steve & thread, one last late breaking Register story on the x-box saga. One thing they note that it's likely that Intel will be building the board too. I really don't think AMD was in the running here, when it comes down to it, considering the time frame, it's likely to be a Timna "proliferation", the nvidia chip, and a Rambus chip or two, plus maybe another chip for the peripheral interfaces. AMD maybe could have done it, but I still think getting their own decent chipsets out is a lot more important. The interesting bit: How come AMD lost it? As we said earlier, Microsoft is going to need a lot of backup on hardware design. Intel can deliver this, while AMD can only promise. Intel can also - and here's a nasty bit - spec and quite possibly build large quantities of the boards the X-Box is going to be based on. If, as Microsoft spun to the WSJ this morning, the plan really is for Microsoft to badge the hardware itself, then Wintel is quite clearly moving a notch further. Intel has been cornering more and more of the internals of the PC for some years now, and as we've repeatedly noted here, is really a PC manufacturer as well. Microsoft's percentage of the total price of a PC has been rising over the same period. But now, Wintel is going to be taking it all - you can trust these guys with industry standards, can't you? © Anyway, fall 2001 is still a long time away, and again, it would be somewhat untypical for Microsoft to hit that deadline software-wise. X-box may be a success, and a money maker for Intel too, maybe, but I'd say AMD will likely be better off focusing on more proximate opportunities, of which there are plenty. Cheers, Dan.