SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: fyodor_ who wrote (42490)6/4/2001 6:13:54 PM
From: Joe NYCRead Replies (3) | Respond to of 275872
 
Fyo,

It could be that Intel simply isn't willing to let them have the P4 license, since that might endanger XBox sales

I don't follow. Xbox uses Coppermine (or Celerymine), not P4.

Of course, the strongest protection against XBox cloning (as well as cloning of any other "console") is that the hardware is virtually given away, with the money being made on the software side of things.

But with Palomino having SSE, NVidia can pretty much design an X-box superset based on their Crush chipsets and Athlon, and possibly make more money on this than on XBox.

Joe



To: fyodor_ who wrote (42490)6/4/2001 8:51:39 PM
From: dale_laroyRead Replies (1) | Respond to of 275872
 
>It could be that Intel simply isn't willing to let them have the P4 license, since that might endanger XBox sales<

Let me get this straight. Intel is going to refuse to license nVidia to produce a chipset that would enable them to sell a $200 processor in order to protect the sale of a $40 processor?

I might believe that Intel will refuse to license nVidia in order to protect the market for the i845 chipset, but protecting the market for Xbox processors simply makes no sense.

Personally, I think that Intel is smart enough to realize just how great of an advantage Crush provides for Athlon, and will quickly move to get nVidia to produce a P4 chipset.



To: fyodor_ who wrote (42490)6/5/2001 2:01:09 AM
From: PetzRead Replies (2) | Respond to of 275872
 
On a Q1'02 Intel Crush chipset: I suspect AMD licensed NVidia to use the HT bus in the nForce chipset. They may have licensed Microsoft to use it in the Xbox. They didn't and won't license NVidia to use it in an Intel chipset.

Even if the licenses are free, it does not mean they are unlimited or automatic. So if Intel wanted an nVidia chipset, nVidia would have to redesign it so it didn't use HT protocols and physical layer.

It may also be tha Intel is demanding that any chipsets for Intel processors MUST NOT have HT built into them.

Third, I think Intel still sees RDRAM as their high end solution, even in 2002. Accordingly, they don't want any dual channel DDR chipsets because it would make i850 obsolete.

Finally, Intel really wants to make the chipsets themselves rather than totally give up their market share. AMD couldn't care less. That is the primary reason that NVidia would prefer to deal with AMD, not with Intel.

Petz