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

To: kapkan4u who wrote (34181)3/29/2001 10:01:40 PM
From: Joe NYCRead Replies (2) | Respond to of 275872
 
Kap,

AMD can't drop EV6. A bunch of third party chipsets are being developed for it.

What is being developed in addition to current crop, other than NVidia Crush, KT-266 (more or less ready)? Possibly Micron and possibly another spin of 760MP / 770.

I hope all these chipset providers will have a prosperous 2001 and 2002, but beyond that, it looks like the Northbridge chipset business is going to disappear.

Joe



To: kapkan4u who wrote (34181)3/30/2001 9:08:12 AM
From: that_crazy_dougRead Replies (1) | Respond to of 275872
 
<< AMD can't drop EV6. A bunch of third party chipsets are being developed for it. >>

How long do you expect them to keep EV6? I'd say it's gone on the desktop within 1 year of the hammer release. Considering how quickly AMD has built the laptop version of the athlon, it may survive on the mobile side for at least 2-3 years after hammer release.


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