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

To: Charles R who wrote (21988)	12/8/2000 1:51:24 PM
From: Daniel Schuh	Read Replies (2) \| Respond to of 275872

Charles, on Via and infrastructure, Dean Kent had this little blurb today on the KM133: Note that this chipset specifically supports the mobile market as well as the desktop market. Intel has reportedly been shifting emphasis towards the high-end and notebook markets because of the higher margins, and allowing AMD to gain more share of the low and mid-range desktop markets. With the Mustang core line of processors (Morgan and Palomino), AMD will be able to finally offer solutions in the mobile market that should compete very well against the Intel offerings. (from realworldtech.com The ALi DDR chipset has mobile support too. I'm actually getting a little mellow on Via, most reports say the kt133 works pretty well. Maybe with demand slacking up AMD will get a little better support, but there's enough alternatives in the pipeline that the situation should improve in the coming months unless everybody screws up. The semi slump should somewhat help with Via too, as fab capacity frees up. On the other hand, word that the Via integrated chip looks good compared to the 815 cuts the other way. Still, AMD seems to have plenty of opportunities looking forward, if execution on the low power front comes through. Cheers, Dan.

To: Charles R who wrote (21988)	12/8/2000 2:49:56 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 275872

Chuck - RE: "I expect most of the FSB133 volume to come from KT133A." Then the majority of 133MHz FSB Athlons will continue to gather dust until the beginning of next year at the earliest. I agree that KT133A will be the volume chipset. DDR platform is just too expensive or unreliable at 133MHz fsb. "There is a problem somewhere in the retail pipeline that is holding back 1.2Gs and I would love to know what it is." There is that possibility AMD has hit the ceiling with Thunderbird on a .18 process.