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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 223.47+4.3%Jan 2 9:30 AM EST
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To: Petz who wrote (97251)6/13/2003 3:46:28 AM
From: mozek of 275872
 
Petz,
It seems to me that Intel made a strategic mistake and AMD is taking advantage of it. I suspect Otellini may see quite clearly right now, and the question is... what can he do about it?

I wouldn't necessarily assume shortsightedness at present, but their strategy certainly seems to have been shortsighted. As far as your take on the current situation, I generally agree, but I also wouldn't be surprised to see a desktop Itanium, whenever it does come to market, include decent performance and compatibility with IA32 software. Without that, I think it's going to be hard for them to get competitive compatibility with AMD, which I believe will matter for desktop users even after 64 bit Windows is released.

JMO of course,
Mike
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