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


To: jamok99 who wrote (19449)11/17/2000 1:05:33 PM
From: that_crazy_dougRead Replies (2) | Respond to of 275872
 
<< will the trend be towards better, much more competent integrated graphics, or will add-in cards continue to be a growing market, and thus the current segmentation will be viable model for years to come. >>

Any interesting question I myself have often debated. One of the main problems with integrated video currently is that the video cards are improving around the same rate as the pcs.

This makes integrated video an interesting challenge, because motherboards have substantially longer shelf time then video boards. If you try and integrate a high end videocard you have to redo the chipset every 6 months (which so far does not seem feasible at all).

The main problem seems to me that it takes too long to integrate a videoboard into the chipset and get all the testing done to really maintain a high end solution. So while the low end will always have integrated video, and the mid range may one day be some integrated video, I don't see the high end going that way very soon.

However, you also run into the interesting question of how much is enough? I've got a Duron 700 with a geforce MX, and I can run quake 3 at 1024x768 without ever seeing any chopiness or slow down. I'm not a big game player, so I may be niave here, but I didn't really see any difference between 1024x768 and 1600x1200 in quality. (if I saw still shots I could probably tell, but not while running around)

So if that's true, then maybe the need for the high end begins to go away, of course as soon as developers have more powerful tools they create more demanding software, so I wouldn't anticipate that either. ;)

Either way, I see add in boards being a big market for a long time. I think over the long haul all pcs will be come small 2 year throwaways. You pay a few hundred bucks for one and you buy it as a box and pitch it after 2 years, and buy another cheap box. On the inside of the box everything will probably be integrated. Of course, I don't see us getting to this point for quite sometime or else I'd probably not be too interested in investing in AMD or Intel.



To: jamok99 who wrote (19449)11/18/2000 1:09:12 PM
From: Paul EngelRead Replies (1) | Respond to of 275872
 
Re: "and now my friends who I've recommended AMD as an investment to eyes glaze over and stare at me like some space alien when I rattle on about wafer starts, die sizes, yields, pipeline depth, etc. :-)"

Maybe their eyes glaze over because you got them in to AMD at $48.50.