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

To: hmaly who wrote (5083)	8/15/2000 4:38:20 AM
From: ptanner	Respond to of 275872

hmaly, Re: "If AMD WERE to produce the chipsets, AMD would have to cut back on producing chips." I thought both AMD & Via used contract fabs for some/all of this production? Principle still applies on the design end, though, even if the actual manufacturing is outside (and may still be limited, ie. AMD has contracts for only so many outside wafers). Re: "As a businessman, would you sever your long term relationships just to produce more chipsets for Amd. As a businessman, I would do just what Via is doing, try to keep everyone miminally supplied until more manufacturing can be reserved. You don't kill the golden goose for a one time deal. You don't piss off all of your customers and vendors because both are equally important to any business." Relationships are essential for long-term benefits and shouldn't be sacrificed for short-term gains. Now, I wish I had read this before accepting too many projects in my own business... and facing the challenge of personally providing allocated services and frustrating everyone involved! As much as I highlight the value of competition in the MPU marketplace, I look forward to there being some real competition to provide chipsets for AMD MPUs. AMD's "decision" to extend the life to accommodate the extra Slot-A MB should have been well received by the MB vendors (as well as OEMs that wanted to put off the transition from Slot-A to Socket-A). This is the sort of cooperation with the "virtual gorilla" partners that I hope will continue to build the strength of the AMD processor solutions. I am frustrated (as an observer) that VIA seems more committed to bringing out P-III solutions, but this is probably what the majority of their customers are requesting and is the far larger market. Perhaps the fundamental pace of change in the chipset market may slow after one more transition to DDR? Perhaps the presence of competition in the AMD chipset market (ALI, 760, etc.) will increase VIA's drive for quality and differentiating products (such as the introduction of 133MHz SDRAM support for Intel MPU). -PT

To: hmaly who wrote (5083)	8/15/2000 4:09:35 PM
From: kash johal	Read Replies (6) \| Respond to of 275872

hmaly, You are a complete ignorant fool: I quote: "Right now there aren't any alternate chipsets suppliers other than amd and Via. If AMD WERE to produce the chipsets, AMD would have to cut back on producing chips. So the logical decision when it was made was to have Via supply. " FACT: AMD's chipsets ala the 750 are MANUFACTURED at UMC - a taiwan foundry. FACT: AMD failed to manufacture adequate quantities of this chipset relying on VIA. FACT: AMD failed to extend the 750 to support PC 133 instead relying on AMD. You keep posting a bunch of BS. Cut it out man. regards, Kash