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: Joe NYC who wrote (119364)	7/5/2000 7:39:46 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 1578961

Joe, <If Intel was really aggressive, 815 could retake some of the lost market, but for some reason Intel is not very aggressive.> Maybe because it takes some time for the 815 production to ramp up? I don't know. I do know that most of the Tier 1 guys are moving to 815, probably to replace the old 440BX and the defective CC820. I'll bet a lot of them also love some of the new features of 815, particularly the integrated LAN and the "single driver" marketing message that Intel is pushing. Oh yeah, there's also integrated graphics, if you don't mind the lower performance. The bottom line is that 815 is not a Via clone. On the other hand, I feel like Intel is now voluntarily giving some of the chipset market to Via. (The settlement of the Via lawsuit is one sign of this.) Like ServerWorks, Intel might be deciding that pushing the Intel architecture is more important than trying to horde the entire chipset market to itself. Yeah, I know it sounds like sour grapes, but in a situation where demand is far exceeding supply, it might be better to focus more on processors and allow others to carry the chipsets. Plus, it gives Via even less of a reason to support AMD chipsets. <G> Tenchusatsu