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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: richard surckla who wrote (66467)	2/23/2001 1:12:47 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi richard surckla; AMD doesn't make chipsets. They contract them out. So they're expensive. So when VIA or ALi comes up with a replacement, the motherboard makers dump the AMD chipset and replace it with VIA or ALI chipset. Maybe you didn't know this. The only reason MB makers used the expensive AMD chipsets was because they were available earlier. If VIA had showed up earlier, (in the volumes required), the AMD chipsets would never have been used. As long as VIA and ALi can produce enough chipsets, the AMD ones won't be needed. With the decline in the chip business, my guess is that there is going to be enough VIA and ALi chipsets to meet the (fast ramping) demand, and AMD will once again get out of the chipset business. The same thing happened with AMD's PC133 chipsets, by the way, and the same thing will happen again when AMD comes out with the SMP and the 64-bit machines, so you might as well get used to it now. As long as we're going on about AMD chipsets, (which are contract manufactured and cost about $4 extra each), most of the AMD chipset MBs are made with the AMD south bridge replaced with the VIA equivalent, cause it's cheaper too. So are you going to say that AMD's chipset was already a failure before it even got made into a board? If the DDR motherboards were having problems, then they'd be recalled, just like the various Intel screw ups. Funny that the Rambus longs are starting to realize that the lawsuits are not going very well. So they're concentrating more on the mantra that RDRAM is the wave of the future anyway. LOL!!! You guys are dead now, just as if you had pancreatic cancer. -- Carl