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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tolachi who wrote (29297)	8/2/2000 4:49:49 PM
From: Tom Chwojko-Frank	Read Replies (1) of 54805

Excerpt from your reference: The x86-64 and TFP enhancements to the AMD K8 seem to be a clear attempt to limit the marketing leverage that Intel can exert when it finally attempts the transition from x86 to IA-64. AMD has no choice but to try to keep x86 viable as long as possible. The technical and legal challenges that stand in the way of cloning IA-64 are very large. Even if it was feasible to clone IA-64 it would be a distasteful retreat to the past for a company that is justifiably proud of its independent engineering achievements in bringing the K7 Athlon to market and beating Intel at its own performance and clock speed game. Looks like gorilla muscle to me. Tom CF

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