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Technology Stocks : All About Sun Microsystems
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To: chic_hearne who wrote (34304)8/10/2000 2:29:30 AM
From: QwikSand  Read Replies (2) of 64865
 
Yes Chic I hope to see a lot more of that.

The big question is how well AMD has worked past their habitual execution and yield problems. If they can execute on this thing it will be my excruciating pleasure to watch them use it to kick Intel's ass around the block and around the world. Assuming the thing performs well on 64-bit applications (it *has* to outperform the Itanic's x86 32-bit compatibility mode), what box builder wouldn't want it?

I remember like it was yesterday the reams of self-congratulatory horsesh*t Intel issued about its last mutant white elephant in 1981, the iAPX432 "object-oriented" processor that did some kind of 25-level table walk after every cache miss. They had its designer, an Intel Fellow named Ratner, practically on the cover of People magazine like he had landed on the moon. He sank into richly-deserved obscurity when the 432 vanished without a trace, along with a hundred million of Intel's favorite dollars, before anybody actually used it for anything.

I would love to see the same thing happen to Itanic. I think it will. I don't think it needs any help to fall into a black hole, but I hope this AMD chip helps anyway.

Cheerfully,
--QS

Edit: It's interesting that, like MSFT and IBM's conferred MSDOS monopoly of 1980, all of Intel's CPU success has been based on IBM's 8086 decision of the same date. The difference is that Intel has successfully entered other businesses such as networking equipment without resorting to illegal bundling, and their monopoly has been loosened by cloners despite Intel's ongoing "legal" efforts to protect it. But I believe it's important to keep in mind that the Itanic is Intel's first attempt to enter the CPU fray in a big way without leveraging their original monopoly. That's why I predict they will fail. AMD is doing what Intel could have done. They can succeed if they execute.
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