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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (4088)	8/9/2000 11:17:34 AM
From: Scot	Read Replies (2) \| Respond to of 275872

Chuck, I expect AMD and Intel to go with built-in Northbridge with DDR controllers for next generation products and I don't think these folks are interested in paying anything to Rambus if they can help it. Agreed. <still have Rambus> Good luck on your remainder. I wimped out and watched from the sidelines on this one. Here's a story brewing at zdnet (we can't seem to catch a break): Are Dell's problems a preview of PC industry? With Dell Computer Corp. (Nasdaq: DELL) expected to report lower-than-expected earnings for the third straight quarter Thursday, some analysts warn that the PC maker may face tough times ahead as the industry grapples with slower PC growth rates and decreasing profit margins. Story to follow. -- Ken Popovich, eWEEK -Scot

To: Charles R who wrote (4088)	8/9/2000 12:43:40 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 275872

Charles, I wonder about the built-in northbridge. Currently, I think the x-box/815e style solution of northbridge+graphics adapter has a little more steam behind it. It's another chip, of course, but at the moment it seems a more successful approach than Timna. Intel's graphics core is not that impressive, and AMD doesn't seem to be seriously pursuing integrated graphics at all. Intel sort of pulled a good marchitecural move with AGP, meaning that the northbridge has to support the memory bus, PCI, and AGP too, leading to a whole bunch of extra pins if you don't integrate the graphics with the CPU. Putting the memory controller with the CPU makes sense, but dragging all the other stuff along, I don't know. Cheers, Dan.