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

To: eracer who wrote (214895)	10/25/2006 1:14:53 PM
From: gzubeck	Respond to of 275872

I'm sorry eracer but you come across as a doom and gloom poster in regards to everything AMD does...not realistic...IMHO...

To: eracer who wrote (214895)	10/25/2006 1:20:15 PM
From: j3pflynn	Read Replies (2) \| Respond to of 275872

eracer - You seem to be lacking vision here regarding where this can and probably will go. Also, why would AMD ban anyone from making chipsets? They can help weed out the garbage stuff by "recommended" lists. Since chipsets aren't their primary goal, the more the merrier. And ATi has a more established reputation in mobile anyhow. You have no idea what they'll charge for Fusion chips, I'm certain they'll do it profitably. They're not "giving away" any CPUs now, anyhow. ASPs may be lower than desired right now, but that's not permanent.

To: eracer who wrote (214895)	10/25/2006 1:53:37 PM
From: pgerassi	Read Replies (1) \| Respond to of 275872

Dear Eracer: Sounds like Fusion is a guaranteed money loser. Giveaway desktop CPU prices aren't good enough apparently. Now it's time to give away the GPU as well. First, if CPU+GPU prices are the same as old CPU only prices, then new CPU only prices are cut by the amount it takes to purchase a good GPU. Intel's in house GPU aren't good enough, so they would be forced into using an outside source. And they would likely insist on using their own memory controller which means that the NB has to come from that source. AMD doesn't have that problem because of its ODMCs. That means that any market, where the NB+GPU is more than 50% of the CPU only price, would effectively be locked away from Intel. That would mean that about half of the PCs and 2/3's of the notebooks would use AMD only. Second, you failed to notice the key word in the Orton sentence, "help". Of the $200 to $300 difference in price, only some of that would come from the CPU+GPU. I figure that to be about $50 of the difference. Mostly that is the cost of a good GPU. AMD already saves the cost of the NB. Third, there is nothing stopping nVidia, SIS and VIA from producing SBs or PCIe HT bridges for AMD based systems. There will even be a need to incorporate a RAMDAC and associated analog circuitry into SBs to output to VGA or composite signals to monitors. Ditto for a HDMI and/or DVI interface. Pete