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

To: Mani1 who wrote (28387)	2/13/2001 11:08:46 PM
From: Paul Ma	Respond to of 275872

perhaps AMD's Sledgehammer is optimized for it and this will give AMD a fews months to a year lead in taking advantage of this technology before Intel catches on. AMD will not charge royalities, but it isn't giving the technology to everybody, for example Intel. Paul

To: Mani1 who wrote (28387)	2/13/2001 11:13:20 PM
From: jcholewa	Read Replies (4) \| Respond to of 275872

> Wow, LTD is really moving along. > But how is any of this good for AMD? I am slowly becoming convinced that LDT is the second greatest thing to happen to AMD in the past ten years (the first being the K7 core). Theses deals basically open the door for great public relations between AMD and other technology-oriented companies. Don't you remember how badly nVidia graphics chips worked with some AMD-oriented boards even a year ago? Now, nVidia, ATI, and six billion other companies are designing their hardware based on a spec that was put together with AMD µarchitecture and AMD architecture in mind. Additionally, widespread use of LDT will mean that companies will expect AMD to take charge for further tech standards, and those AMD can charge for without too much resistance. Also, it means more press releases, and it means more "Company X Endorses AMD" bites, which means that more tech companies, corporate buyers, and regular people will realize that AMD is a large corporation and not just a mom'n'pop shop in a lonely street corner in Sunnyvale (and that since AMD's products are respected by all these popular companies, maybe these products are stronger than the prices suggest!). -JC

To: Mani1 who wrote (28387)	2/13/2001 11:22:10 PM
From: Dan3	Respond to of 275872

Re: But how is any of this good for AMD? It's getting close to 15 years ago, but Intel's transition from one of the players in the CPU market to leader of the PC industry happened when IBM's microchannel failed and the rest of the industry, led by Intel, made PCI the new standard. Now AMD, together with Micron and other supporters, has pretty much made DDR the new memory standard, gained the trust of the industry, and is continuing its leadership role with LDT. Exactly why "setting the standards for the industry" is so helpful is a little hard to say, but it sure helped Intel for a while and Microsoft did OK, too. :-) Dan

To: Mani1 who wrote (28387)	2/13/2001 11:33:44 PM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Mani, Wow, LTD is really moving along. I expected some news on this front, but I didn't expect the high profile endorsement, and announcement of high profile licensees. But how is any of this good for AMD? First is that it is not Intel's technology, with AMD catching up after the train has left the station. Second, there is a huge amount of supporting infrastructure that is needed for AMD to make it to the high end. Just imagine an LDT switch supporting full speed full bandwidth connections. It could make an array of Sledgehammers a killer system. To make something like this, AMD will need partners. I think the most important partners near to medium term are NVdia, ATI and Via. With LDT enabled devices from these vendors, AMD will never again have to think about designing yet another southbridge, yet another IDE revision, yet another tweak to AGP. So even though AMD may not derive any revenue out of this, there will be savings of dollars and resources, which AMD can deploy in other areas, or in enhancing the LDT standard. Long term, AMD based high end systems will need to communicate with the outside world with high bandwidth, low latency, and LDT seems to be the ticket I was under the impression that AMD was developing it to make its CPU's faster (faster bus?) Now it seems it is really taking of in other markets and I guess that is good. But I can't see how this technology helps AMD unless it is really good and Intel can't have it. ?? I think a lot has to do with Intel. It seems very good, but hardly unique, something that someone else couldn't copy and call it "UltraNet" or whatever. It seems that some though went into it, and rather than start over, the partners just chose to jump on a bandwagon that doesn't include Intel. All of these companies are competing with Intel one way or another, and they don't want Intel to control another part of the technology that goes into their products. I think it is possible for Intel to join, but my bet is that out of their pride, they will not, which will turn out to be a self imposed exile. One of the uses of LDT that Sibyte (now owned by Broadcom) is promoting is to connect a series of network processors. Joe

To: Mani1 who wrote (28387)	2/14/2001 9:53:54 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

Mani, Wow, LTD is really moving along. But how is any of this good for AMD? Did AMD just developed it and everyone is using it for free? I am also wondering if AMD will refuse licensing HyperTransport to Intel. Wouldn't that be a turn of events!!! I hope Jerry sticks it to 'em. Pravin.

To: Mani1 who wrote (28387)	2/14/2001 12:24:44 PM
From: Charles R	Respond to of 275872

<Wow, LTD is really moving along. But how is any of this good for AMD?> At least 3 ways: - Simplifies infrastructure. LVDS is a beautiful signalling technology for both chip to chip and board to board (or system to system if the lengths are small) and this thing can scale well. - Enables multiprocessing servers - a space that AMD does not play in. - Creates a good technology image and helps mute the "Intel follower" image <Did AMD just developed it and everyone is using it for free?> More or less. <I was under the impression that AMD was developing it to make its CPU's faster (faster bus?) Now it seems it is really taking of in other markets and I guess that is good. But I can't see how this technology helps AMD unless it is really good and Intel can't have it. ??> Because of the delays in LDT Intel is catching up. Intel has something in the works that is similar to LDT (but not quite this comprehensive).