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

To: eracer who wrote (156996)	4/19/2005 10:37:01 PM
From: combjelly	Respond to of 275872

"But if it eliminates a limit to their ramp then they don't need to rethink anything." More importantly, as long as they use HTT, they don't need new chipsets even if the socket changes, although a new one might be faster if they increase the speed of the HTT. True, it cuts off a potentially lucrative revenue stream. But when you are #2, you can't have it all your way...

To: eracer who wrote (156996)	4/19/2005 10:54:48 PM
From: NITT	Read Replies (1) \| Respond to of 275872

re:"NVIDIA, VIA, SiS, ATI, Broadcom and ULi are already producing or planning to produce Athlon 64 and/or Opteron chipsets." If that keeps up I say no problem. But If AMD needs to push new interfaces to get performance, and the chipset guy's question the volume opportunity, things could change. I remember when Intel was trying to avoid being in the chipset business (because margins were lower than CPUs) with the Pentium ramp. All the chipset guys promised new chipsets, and then they all began to slip... that's why Intel got big in chipsets (with Triton). All the chipset guys where much happier with clock multiplied 486s and felt the Pentium was going to be low volume for a long time... "who needs a Pentium" was said a lot. If Intel was not designing and planning to build a chipset, there ramp would have slowed and AMD’s bank account would have filled with profits from 486. Instead, the Pentium ramped and the 486 was devalued fast