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

To: fyodor_ who wrote (51988)	8/22/2001 1:21:35 PM
From: Charles R	Respond to of 275872

fyo, <If AMD insists on not making its own chipsets - both high-end and low-end in volume - volume is alpha and omega. If AMD's "virtual gorilla partners" don't see significant, sustained volume, they just aren't going to devote the necessary resources to chipset development. As long as AMD can churn out platform-compatible processors from Fab25 without generating a significant loss, AMD needs to keep doing it.> AMD chance to do Athlon mainstream chipsets may be over at this point. The next intersection point is Hammer chipsets. <Of course, there are other routes, but Jerry seems hell bent on taking that course.> It would be interesting to see if Jerry's thinking improves after he sees a $100M loss this quarter. Chuck