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

To: Scumbria who wrote (28584)	2/15/2001 12:47:11 PM
From: fyodor_	Respond to of 275872

Scumbria: Why would AMD want an on-chip memory controller? That would put them in competition with their chipset suppliers. If they only did it for their high-end, it would completely eliminate the need for chipset suppliers. And don't think chipset suppliers don't know where the market is heading. The president (or CEO or something) of VIA recently defended the acquisition of Cyrix et. al. by saying that the chipset market wouldn't be anything like it is today in 3-5 years time. -fyo

To: Scumbria who wrote (28584)	2/15/2001 12:48:01 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 275872

Scumbria, <Why would AMD want an on-chip memory controller? That would put them in competition with their chipset suppliers.> Correction. That would make AMD less dependent on their chipset suppliers. Wouldn't it? Tenchusatsu

To: Scumbria who wrote (28584)	2/15/2001 12:59:28 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Scumbria, Why would AMD want an on-chip memory controller? That would put them in competition with their chipset suppliers. For performance and cost saving reasons. By doing this, AMD would eliminate only the Northbridge suppliers. Via is happy to supply Southbridge only to motherboard suppliers who use AMD Northbridge, so this will just be more of the same. The cost savings can be significant. For AMD to add the memory controller to a processor with say .13u process technology, it will take minimum amount of silicon, and the cost would disappear in the cost of the CPU. AMD already spends design resources to create northbridges (750, 760, 760 MP), so the effort to put one on the CPU will be just redirecting existing resources.) But the savings to motherboard makers will be significant. No more NorthBridge, no need to run traces from northbridge to CPU(s). Theoretically, if the entire Hammer family has built in memory controllers, you can go from single to a dual system just by replaceing the CPU, using the same (cheaper) motherboard, that should not be a lot more than $100. Joe