Advanced Micro Devices Inc (AMD)

[Golfbum]

blauboad:

the point of my note was the 2004 timeframe, that should have been clear from my .09 assumption...

940/939/754 will be very hard to have a common die with any useful yield due to the pinout positions necessary to meet the memory layouts required. two die (940 for servers), desktop combo (939/754) die could work. it will be interesting to see how they stay on this treadmill of memory changes however.

wrt to the chipset guys it is a double edged sword. they don't need to pay intel a bus license but amd took some of their value add away in the form of the memory controller.

the motherboard guys are the worst hurt on the desktop. the lack of a common pinout for value and midrange in particular as 754 takes over the value position means that they get to eat inventory (or their distributors do) when the mix changes. and there's currently too many mb players chasing too small a market making it worse.

there's a point where segmentation becomes fragmentation. that point easier reached at amd's volumes than intel's.

gb