Re: AMD offers no motherboard: why?


"Tony Hill" <hilla_nospam_20@xxxxxxxx> wrote in message news:smjav1ppqu28pc9of584qe15g1q6an2fp6@xxxxxxxxxx
On Wed, 15 Feb 2006 03:41:37 GMT, "tony" <tonynews@xxxxxxxxx> wrote:


"David Kanter" <dkanter@xxxxxxxxx> wrote in message news:1139776439.571949.27920@xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

You do
know that Athlon64/Opteron aren't tied as tightly to the chipset as is
Intel. How much money does Intel make selling chipsets?

I don't really know, nor do I really care. AMD's not in a position to
get back into the chipset business.

With CPUs being pretty much passe (pretty soon I'll be making them too in my
garage/basement? ;) ),

??? If anything it seems that the exact opposite is true, CPU
production seems to be continuously consolidating into a few
companies. Really it's down to just AMD, Intel and IBM at the high
end, with the possible addition of Fujitsu/Sun (who are in the process
of consolidating themselves). Some others like Toshiba and NEC are
carving out some niches, and there are still LOTS of players in the
embedded microcontroller market. However high-end CPUs are anything
but passe.

To the few who buy at the high end. Everyone else couldn't care less.

some diversification seems prudent for AMD. Harder
to do if they're not in the chipset/MB/platform business.

Diversification can sometimes be beneficial, but often it's not. More
often than not it seems that specialization is often the way to go.

Specialize on processors? These days? Sounds like a losing game in these
days of GUI terminals and the imminent maturing of virtualization technology.
All we need is some good software and there will be an abundance of leftover
MIPS (don't hold your breath for that though, 3D everywhere, all the time
promises to slow down computers once again). The marketing of unnecessary
"3D everywhere" is probably Intel/AMD's only saviour in the workstation
space ("desktops" are now terminals). "Hey look! I can rotate my browser
window sideways!". Give me a break, seesh.

The platform is the product these days. Too bad that the CPU
vendors didn't notice that early on when fat clients were all the rage.
One doesn't need much CPU for what's basically a GUI terminal being
fed by "software as a service". I see a lot more people getting set-top
boxes from their cable company rather the high priced media PCs to
get some of the same functionality.

I wonder too how much the virtualization technologies are going to
hurt CPU volumes. Probably a risky time to invest in CPU vendor stock.

Won't someone eventually
start producing adequate CPUs at commodity prices (Walmart?)?

That's basically what Intel, AMD and IBM do. They produce fairly
generic, high-volume CPUs for fairly low costs.

Not low enough if you ask me. That may be the fault of the software though
(or the collusion!).

Tony


.

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