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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Tenchusatsu who wrote (92508)	11/15/1999 10:11:00 PM
From: Dan3	Read Replies (2) of 186894

Re: I'm amazed at the number of people out there, including the third-party web sites, who think that AMD's 64-bit fantasies.... It may not be particularly relevant, but the 16 to 32 bit transition is where Microsoft took out IBM in the software business. IBM pushed 32 bit OS2 early and hard, while Microsoft kept its 16-bit-with-some-32-bit-extensions-tacked-on-but-it-still-runs-dBASE II windows 3.X. This is the strategy that AMD is going for. The 32 to 64 bit hardware transition is obviously quite a different situation but there may be some similarities. It's not like AMD has a choice (Intel isn't going to license IA-64 to them), but sometimes a company gets lucky and gets forced into a corner that winds up being a pretty nice place to be. Dan

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