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To: Windsock who wrote (63858)11/16/2001 4:30:59 PM
From: Bill JacksonRespond to of 275872
 
Windsock. The cheaper the chispets get the more they sell and the more mobos with no parts in them. In time the feedback loop will close and unsold chipsets will pile up.
In the mean time this will put pressure on Nvidia to moderate their chipset prices and more Athlons will sell.
In addition, whatever made you feel that 1 million chipsets is big time.
There is still a serious shortage of P-4.
There is no doubt that SiS will impact the business, but I doubt it will make a major impact, it may actually hurt intel since they are replacing Intel chipsets on which Intel make money.
Bill



To: Windsock who wrote (63858)11/16/2001 5:42:59 PM
From: PetzRespond to of 275872
 
Who is using these P4 DDR chipsets? Dell doesn't buy anything but Intel chipsets and they are certainly selling more P4's to Fortune 500 than the rest of the OEM's combined. Everything I see at retail is SDRAM (80%) or RDRAM (Sony, 20%).

I guess the answer is the white box market. Do you know if HP or Compaq have any P4 boxes with SiS chipsets?

I think Intel's DDR solution will become the standard, but SiS is doing a bangup job with their chipsets, Athlon and P4.

Petz


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