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: tejek who wrote (114745)	6/7/2000 12:48:00 AM
From: Joe NYC	Respond to of 1578196

Ted, Re: Via/Cyrix I don't think Via's target is e-machines. I think they are aiming for the bottom of the food chain - China, and probably sub $400 computers. If Via can manufacture at TSMC without being sued, they can probably make money making $50 CPU's. The immediate impact on AMD will not be noticeable, but it will reduce potential growth in the future, since people who will be buying $50 Via chips would probably buy $80 Duron, if it was the only choice. What worries me is AMD's reliance on Via. I will sleep much easier when we have AMD 760, Sis and Ali chipsets in the marketplace. I think reliance on Via, and Via's less than perfect execution has cost AMD millions in lost sales. This reliance will pass soon. I don't think AMD will win any business sku with Via chipsets. I am worried that Intel's problems are more than capacity constraint, that chip shortages may be a thing of the past, and we are in for a big surprise. I am not completely buying the capacity constraint either. Something terrible is happening with Intel's production, and we still don't know what it is. Packaging, low yields, terrible bin splits, or something completely different? It is most likely a combination of all of the above. Joe