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To: Buckwheat who wrote (20797)	11/28/2000 1:14:31 AM
From: fyodor_	Respond to of 275872

Buck, 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. VIA's rumored delay of the P4 DDR chipset could also be due to licensing agreements (or lack of same) with Intel. -fyo

To: Buckwheat who wrote (20797)	11/28/2000 9:51:55 AM
From: Daniel Schuh	Respond to of 275872

Buck, Via may have various conflicting motives with its processor initiative, and Samuel being s/370 certainly conflicts with what AMD needs. But everything I've read about Samuel says it's a dog, worse than the P4 without the frequency headroom or "SSE optimization" fog to make up for its deficiencies. For integrated chipsets, there are alternatives in the works. In the medium term, Nvidia looks like a lot better alternative anyway. On a pure business basis, you can't fault Via too much for developing s/370 first, it's still a bigger market. Of course, if Intel ever figures out how to get the Rambus monkey off their backs, I suspect Via's prospect will shift dramatically. Cheers, Dan.