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

To: Elmer who wrote (54369)	9/11/2001 8:58:48 AM
From: fyodor_	Respond to of 275872

Elmer: Good questions for which I don't have all the answers. Maybe this is a continuation of their failure a couple of years ago to admit RamBus was a bad decision, or at least 100% RamBus with no fallback position. They're just now catching up to where they should have been. They do have plenty of capacity and could supply the entire market, given the opportunity. I think there are a couple of different directions you could approach this from&#133 The most "direct" would be to simply look at what would happen if Intel had decided not to license the P4 bus to anyone: What would ALi and SiS do? Fold up shop? Or focus on making chipsets for AMD processors? VIA might partially focus on its own processor development, but likely AMD would also receive some extra attention. None of this would be good for Intel. In fact, seeing as how processors are the major bread-winner for them, it would be down-right awful if competing processors got much, much better platform support. AMD's "virtual gorilla" strategy would win the day. Without a license to ATI, Intel would also be without a competent mid-range chipset with integrated graphics. Intel have tried before to break into the graphics chip biz, but with remarkably little success. -fyo