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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 258.64+1.9%3:42 PM EST

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To: semiconeng who wrote (4694)8/12/2000 12:34:56 AM
From: Joe NYCRead Replies (1) of 275872
 
semiconeng,

And you're right, it's all in the software baby. I could cut and paste all the web links to the announcements about IA-64 support, but I'm sure you've seen plenty.

Did Microsoft "announce" Win64? Where is it? Merced is years late, while Microsoft may be still a year away from having an OS with minimum level of stability.

Meaning, if Intel was on time and delivered Itanium say 2 years ago, there would be no Windows OS of it for next 3 years.

In my opinion, software is the slowest moving part, the weakest link in the chain, and the more critical the software is to the success of a new chip, the lower the odds are that this chip will succeed.

Joe
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