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


To: kash johal who wrote (56275)9/25/2001 11:29:50 AM
From: combjellyRead Replies (1) | Respond to of 275872
 
"Box makers either pump out low end MB machines for the massess with size of Drive,Mmeory and CPU speed as differentiatros. Just look at success of Intels crummy 810/815 integrated MB's. "

But, the price is about the same for a PIII/i815 combo and an Athlon/nForce combo, based on the prices being talked about. Now the price is weighted towards the chipset more than the Intel solution, which is bad for AMD, but the total cost is likely to be the same or less for much better performance.

Besides, the real sleeper is the nForce 220. Since the nForce chipset supports PowerNow!, it would make a great sealed box for the corporate market. Whether or not it will actually be used for that is a different, but more important question...



To: kash johal who wrote (56275)9/25/2001 11:33:51 AM
From: Win SmithRespond to of 275872
 
Box makers dont carry 3-4 different graphics cards with different amounts of memory etc.

So, I went to Dell, looked up the first machine being promoted, the new P4 SDRAM 4300 series, and found 4 graphics cards offered. configure.us.dell.com .

Why anybody would consider putting a $400 Geforce3 into a $1k P4 SDRAM system is another story, but the option is there.



To: kash johal who wrote (56275)9/25/2001 11:57:57 AM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Kash,

Box makers either pump out low end MB machines for the massess with size of Drive,Mmeory and CPU speed as differentiatros. Just look at success of Intels crummy 810/815 integrated MB's.

Clearly nvidia is a non-starter in this segment.


I don't follow your logic. 810/815 is precisely the market Nvidia is addressing. 810/815 chipsets are more than $25, and in performance come below the 220 model. The 220 and 815 may be in the same price range, but 220 has DDR, better video, better audio and Fast Ethernet(?).

420 improves on 220 by upgrading video and throwing in another channel of memory. I haven't studied Anand's numbers in detail, but it looks like it may not be a worthwhile upgrade, but my expectation is that 220 will be a huge success.

Joe



To: kash johal who wrote (56275)9/25/2001 12:02:43 PM
From: SisterMaryElephantRespond to of 275872
 
Kash,

<re: nvidia

My problem is that folks here were looking at it as the second coming and a major boost for AMD.>

I agree. But this is standard procedure on this thread. Take the Gateway announcement. When they started using AMD, the significance was over-hyped. Now that GTW is dropping AMD, the significance is being ignored by all, accept the few true AMD investors.

Cheers.

SK