Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pravin Kamdar who wrote (109344)	5/4/2000 3:29:00 PM
From: Jim McMannis	Respond to of 1578925

Pravin, Supposedly the KV-133 is to be released concurrently with T-bird. This is from AMD. I have to wonder how all the Taiwan motherboard makers feel. Some had just started their ramp of KX-133 boards. I know AMD wants to make the transition as fast as possible to the socketed chips but some kind of slocket might make the transition easier. I guess I'll just buy a couple 750 based boards now... Jim

To: Pravin Kamdar who wrote (109344)	5/4/2000 3:55:00 PM
From: Petz	Read Replies (1) \| Respond to of 1578925

Pravin, re:<it may be even worse for all the mother board makers that will be stuck with unsold KX133 based inventory> Don't cry too much, the prices they're getting for the KX133 boards are very high. (>$140 retail) I wonder if the KX133 timing problem w/TBird is fixable with a mask revision though I doubt most mobo's have socketed chipsets. Petz

To: Pravin Kamdar who wrote (109344)	5/4/2000 3:56:00 PM
From: Goutam	Read Replies (3) \| Respond to of 1578925

Pravin, < They were already capacity constrained at Fab 25. Now, in order to sell Thunderbird, they will have to shift processor capacity to make more Irongates. I'm not sure how they will do this when they were already sold out for the quarter. > I don't think AMD fabs Irongate chipset. I think TSMC fabs them for AMD. I see a positive side to this KX133 alleged problem with Tbird - this time around, Taiwanese mobo makers may not wait for Via's chipsets, and may release boards with AMD Irongate chipset. One of the main reasons behind the slow ramp of the Athlon mother boards in Q4'99 and Q1'00 was that most of the Taiwanese mobo manufacturers just waited for Via's chipset. Based on the pricewatch data - there is a rapid ramp of Athlon mobo going on both in Irongate based as well as KX133 based mobos. The ratio of Irongate based mobo listings vs KX133 is about 2:1. Surprisingly, the early mobo manufacturers like FIC, Microstar didn't release any KX133 based mobos yet. The KX133 mother boards are supposed to cost less than the ones based on the AMD reference design, but currently the Irongate mobos are the cheapest - mostly priced from $85 - $130. Goutama