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

To: TimF who wrote (161467)	6/14/2005 6:14:24 PM
From: dougSF30	Respond to of 275872

Sorry, I meant ramp down to "nothing" in the sense of mainstream K8/9/10 CPUs. Probably want to do embedded x86 stuff, if that catches on.

To: TimF who wrote (161467)	6/15/2005 12:10:26 AM
From: Joe NYC	Respond to of 275872

Tim, My opinion is that everything that you see on the motherboard will continue to collapse into CPU and its very proximity (even in form of MCM). For example, while AMD says they don't wnat to be in the chipset business, they very much are by moving northbridge inside CPU. Graphics will come soon. IMO, istead of graphics being part of the CPU, there may be a small graphics core (good enough for 90% of aplications) that may end up in the MCM with the CPU. Or there may be an off-chip L3, also within MCM, connected with an extra fast HT link. Joe