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

To: Bill Jackson who wrote (37247)4/24/2001 11:26:27 PM
From: Win SmithRead Replies (1) | Respond to of 275872
 
Bill & NG, there is no AMD mobo premium anymore, at least going by pricewatch. KT133a boards start at $70, kt133 at $59, km133 and SiS 730 integrated video mobos can be had for $75. The cheapest Intel 815 board I found listed was $77. I guess there's a few Via Intel boards a little cheaper than $70, and there are a bunch of VC820 boards out there yet for really cheap.

I don't know what it looks like to OEMs, but it doesn't look like mobos are any great advantage to Intel at the DIY/ screwdriver shop level.



To: Bill Jackson who wrote (37247)4/25/2001 8:05:24 AM
From: niceguy767Read Replies (1) | Respond to of 275872
 
Bill:

"
In addition AMD cannot be prey to VIA's market expansion whims. So AMD needs their own chipset as well as others like alladin to come one line asap."

Agreed...Just as OEM's need AMD to keep the larger competitor in check, AMD needs several suppliers to avoid too much reliance (i.e potential vulnerability) on any one!


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