Is Intel only allowing nvidia to make SLI chipsets? If so, cancel what I am about to say.
Obviously a chipset maker would rather pitch sales to 85% of the market than 15%. The only reason nvidia makes AMD chipsets at all is that Intel completely refused to let them make Intel chipsets for anything but the XBOX. Nvidia had already designed a chipset for the XBOX to go with the Intel CPU, likely believing that they could expand to the general market later. Nvidia management probably had convulsive seizures when it turned out Intel couldn't be budged. If Intel is now giving nvidia permission, nividia will relegate AMD to second class, just like SIS and VIA do, and new, first class AMD chipsets by nvidia will be very late in coming, or even phased out.
Intel chipsets are already first class. They don't need nvidia for that. Intel already has some cut-rate chipsets from other manufactures too. So they don't need nvidia for that. Nvidia could provide a higher performance integrated video chipset.
If AMD CPUs are outperforming Intel CPUs, then AMDs strategy has worked as best as could have been planned. There were a lot of skeptics about this when A64s showed up while the chip industry was still depressed. (Like: Who needs 64 bit? SOI in a mass-market CPU?) Intel has ALWAYS has had a plan B waiting when this has happened in the past, and not more than around 6 months has been enough to get back, at super high prices and limited availablity, which is all you need for a flagship. What that has always done to AMD is to collapse their pricing ability. You have noticed that AMD is getting pretty good prices for their CPUs, haven't you? Good news for AMD; not that wonderfull for us cheap smucks. Unless AMD can pop out an unlikely twin-spin to match Intel's likely plan B, AMD will be "backin its place," where Intel wants and needs it. Intel does not know how to play second, but it has not had to.
Yeah I know people worry about AMDs finances, but they have always gotten through very well in close-second place in the past, and I see nothing to change that ability, if that's the way it should go. Customers like low prices. All of AMDs creditors have gotten and are getting paid on time, and paid handsomely. Stock speculators don't mind this kind of uncertainty/volatility either; it gives them an opportunity to exersize their superior risk-managment skills. That's how they make the big bucks, while others settle for a safe, lower return.
Obviously a chipset maker would rather pitch sales to 85% of the market than 15%. The only reason nvidia makes AMD chipsets at all is that Intel completely refused to let them make Intel chipsets for anything but the XBOX. Nvidia had already designed a chipset for the XBOX to go with the Intel CPU, likely believing that they could expand to the general market later. Nvidia management probably had convulsive seizures when it turned out Intel couldn't be budged. If Intel is now giving nvidia permission, nividia will relegate AMD to second class, just like SIS and VIA do, and new, first class AMD chipsets by nvidia will be very late in coming, or even phased out.
Intel chipsets are already first class. They don't need nvidia for that. Intel already has some cut-rate chipsets from other manufactures too. So they don't need nvidia for that. Nvidia could provide a higher performance integrated video chipset.
If AMD CPUs are outperforming Intel CPUs, then AMDs strategy has worked as best as could have been planned. There were a lot of skeptics about this when A64s showed up while the chip industry was still depressed. (Like: Who needs 64 bit? SOI in a mass-market CPU?) Intel has ALWAYS has had a plan B waiting when this has happened in the past, and not more than around 6 months has been enough to get back, at super high prices and limited availablity, which is all you need for a flagship. What that has always done to AMD is to collapse their pricing ability. You have noticed that AMD is getting pretty good prices for their CPUs, haven't you? Good news for AMD; not that wonderfull for us cheap smucks. Unless AMD can pop out an unlikely twin-spin to match Intel's likely plan B, AMD will be "backin its place," where Intel wants and needs it. Intel does not know how to play second, but it has not had to.
Yeah I know people worry about AMDs finances, but they have always gotten through very well in close-second place in the past, and I see nothing to change that ability, if that's the way it should go. Customers like low prices. All of AMDs creditors have gotten and are getting paid on time, and paid handsomely. Stock speculators don't mind this kind of uncertainty/volatility either; it gives them an opportunity to exersize their superior risk-managment skills. That's how they make the big bucks, while others settle for a safe, lower return.