Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: NITT who wrote (157003)	4/19/2005 11:27:59 PM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: 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... Yes, of course things could change. If AMD was preparing to launch a revolutionary new product then they should be investing in chipset design and production. But that isn't the case now or in the near future. It looks like AMD is going to rehash the K8 design for some time to come. That should keep R&D expenses relatively low for chipset makers. AMD's CPU growth has been relatively modest overall and will probably continue to be for a while, so there shouldn't be any major chipset shortages either. You asked "is AMD going to be able to ramp without dedicating resources to chipsets or other building blocks?" I believe large expeditures on chipset design aren't needed now or in the near future. When AMD does make revolutionary changes in platforms they are prepared with new chipsets when necessary (as with the Athlon and Opteron launches).