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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (82693)12/13/1999 1:24:00 AM
From: Charles R  Read Replies (2) of 1571398
 
<Now, when SLUDGEHummer appears, AMD will have a NEGATIVE 18 month "lead" - I doubt that any major developers will shift gears from IA64 - unless the IA64 is a total bust.>

If moving people to new instruction sets were so easy why didn't MIPS, Alpha, Intel's own 860 succeed? The fraction of applications that get ported to IA-64 will probably be less than 10% of x86 applications 5 years out. If Intel doesn't counter with x86-64, AMD will become the owner of x86 extensions. And Intel might get a chance to see what it was like to be SGI or DEC a few years back wondering why a brand new instruction set does not take off.

<So far, the ITaniun sounds like it will be what Intel expected it to be - far from a bust.>

I have hardly met a guy from Intel who is not pleased by how well the Merced platform seems to be coming up so far. Everything other than MHz seem to be going its way. And, from an external view point, Sun's bumbling with UltraSparc may be the best thing that has happened to Merced. Score one for Intel.
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