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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: wanna_bmw who wrote (149126)	11/22/2001 12:21:08 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Beamer - Re: "It's becoming more and more clear why motherboard manufacturers refer to the i845 as the 440BX of Pentium 4 chipsets." I'd say it will be more like the i810/815 - with its built in graphics. The 440BX was a great chip - solid as a ROCK - it lasted TOO LONG because Intel's i820 wasn't a popular replacement - due to Rambus memory pricing, and the i815 took almost another year to get to market after the i820. Paul

To: wanna_bmw who wrote (149126)	11/22/2001 1:11:56 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 186894

wbmw, All CPU makers are gpoing to be forced into vertical integration. CPU will start to get aspects of the chip set built into it. Same with graphics and the north/south bridges. Even now we have some integrated N/S bridges. add some graphics to the chipsets and the CPU and it will come down to 2 chips. Drive reqiurements will probably stop it from all going into a single chip, but a dual chip system(1 CPU and one other chip with N/S bridge and graphics on board) is within reach. I am sure Intel has this in the far plans. VIA and AMD will have to do it as well. Graphics chip set makers will either get licenced or taken over for their IP (taken over because they would be a barrier to capable integration if they refused to licence the IP) Will this come to pass? of course it will, remember when a mobo was a sea of TTL before chipsets? Remember the first hercules cards...a sea of TTL. Same forces at work here. The first out of the gate with a 2 chip solution will grab the market. It may also be a high end solution at a low price and so would take a huge bite from the bottom budget systems to the high end. It is quite possible that economies of scale will make a single chip win and they will adjust the low to high end by CPU speed and external graphics memory, and even memory will work it's way on chip as features shrink. Bill