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

To: Maverick who wrote (20790)	11/27/2000 11:35:19 PM
From: Buckwheat	Read Replies (2) \| Respond to of 275872

RE: VIA TECHNOLOGIES: LEADING INDEPENDENT CHIPSET LEADER NOW TARGETING THE VALUE PC SEGMENT. Thanks Mav, here's my take/rant on some of SSB's comments. [Processor shortages caused customer uncertainty, encouraging them to double order and then cancel when supply improved. The company expects PC growth of about 14% in Q4.] So maybe there is a temporary chipset and motherboard glut and guess which infrastructure the glut belongs to. AMD needs some integrated Athlon chipsets in the worst way, but maybe it's in VIA's best interset to drag their feet a little and try to get TSMC to pump some socket 370 Cyrix chips out a little faster. [VIA hopes to regenerate demand in the sub-$500 range with its new family of processors, called Cyrix III. Priced at less than $50, the Cyrix III (code named Samuel) will be sampling at 650MHz and 677MHz in the next couple of weeks. By the end of Q1, the company expects to ship a 0.15-micron shrink version with added cache and running at 800MHz, and by mid-year at 1GHz. The company sold over 1 million M2s this year and hopes to sell at least 5 million C-III's in 2001. The plan is to initially target "white box" OEMs in secondary and price-sensitive markets, like China, the Middle East, and Eastern Europe. By Q1, the company fully anticipates announcing Tier 1 and Tier 2 customers.] Now VIA's real plan is beginning to unfold. Maybe it's time to tell Jerry that the silicon needs spinning/tweaking just once more on the KM133. That would keep the price up on the celerons and cyrix processors and probably take care of the chipset glut at the same time. Needless to say, it would also probably seal the fate of the Duron. [The company also plans to retain its technology leadership in chipsets next year, leaning on its fast design cycles and low cost manufacturing at TSMC. VIA is currently sampling an Advanced Micro# (AMD, 2S, $20.81) Athlon-based DDR chipset, and will ramp volume of that product in Q1/Q2 as DDR prices come more in line with SDRAM. The company will also begin supplying a DDR-based P4 chipset by Q2 of next year, at least one quarter ahead of Intel itself.] Now does anybody want to make bets on which DDR chipset VIA will first begin shipping in quantity? If I had to guess, I would say that the VIA/AMD DDR ramp will change from Q1/Q2 to sometime after the VIA/P4 DDR chipset ramp. I suppose that is enough of the rant. My point is that this VIA infrastructure thing has been taken lightly for the past three years and VIA is not the kind of company to be taken lightly. They have taken half of the chipset market away from Intel and yet some see VIA as no threat to AMD. Buck