Zoals je eerder in deze posting van Robin hebt kunnen lezen zal de X-Box niet van een AMD processor voorzien zijn. Op het message board van Silicon Investor heeft ene Toni Beckham van AMD een reaktie gepost op dit nieuws:
Microsoft will NOT use AMD processors for its XBox product. Although we are always looking for opportunities for a closer relationship with Microsoft, AMD was not prepared to give the processors away to gain the XBox business.
Although it might have been desirable incremental business, participating in that market is contrary to our strategic goal of gaining market share in the high-end of the PC market where we can achieve higher margins with the industry's complete line of high-performance PC processors.
This development does not change AMD's expectation of reaching $1 billion revenue in each quarter of this year, nor does it change our goal of reaching 30% unit market share by the end of 2001.
AMD Investor Relations [break] Verder stuurde Insane een linkje richting dit artikel van The Register, waarin een verklaring wordt gegeven voor het besluit van Microsoft om AMD aan de kant te zetten: [/break] The reason AMD got bumped so late is surely is that MS wanted to get a very keen price on what could be (if they're still building them) a low-cost commodity chip by Q3 2001, and also wants to leverage a volume chip supply deal into design. Bluntly, Microsoft wants the hardware partner to do the hardware design for it, and will also want this to extend into volume board production.
And unlike AMD, Intel has quite a lot of this stuff it prepared earlier. Its demented "Concept PC" showpieces even include designs tagged "the ultimate games machine" (this being the IT business, there are of course several and they keep getting better). Intel also has the fabbing capacity to be able to knock out vast quantities of 600MHz-class chips (custom, maybe?) at a ludicrously low price by the middle of next year. Yes, we know it doesn't look like that now...
De aandelenkoers van AMD ging ook meteen flink onderuit toen het voor AMD beleggers slechte nieuws bekend: