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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.78-4.8%Dec 12 9:30 AM EST
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To: Paul Engel who wrote (16448)10/29/2000 1:24:32 AM
From: Charles RRead Replies (2) of 275872
 
Paul,

<The ITanium is a brand new IA-64 architecture - and it apparently has a 1 1/2 to 2 year head start on the SludgeHumper - so I'd call the SludgeHumper slow.>

1 1/2-2 year lead? Have you talked to any program management types and asked them when Itanium will go into production? What are they telling you?

<As for the Pentium 4 - let's just wait for the launch - then we will see what product is slow. >

Want to take a guess on what percentage of the benchmarks (say, at Anand's) P4 will have a lead on - at release?

Chuck
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