Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: Dan3 who wrote (27734)	2/8/2001 12:07:58 AM
From: kapkan4u	Read Replies (1) of 275872

<Unbelievable that Intel would let another company have the 64 bit X86 market, isn't it? But they did.> Bob Colwell, the P6 architect and P4 director had several pissing matches with Intel's management as far back as 1995. The P6/P4 team was telling Andy that Merced was crap and that Intel had to go the x86-64 extensions rout. Not only Andy kept Merced, he would not even fund the x86-64 project. He did not want to "confuse" the market with two 64-bit ISAs. Ever since 1998 my entire investment strategy has been based on the knowledge of these strategic blunders. It has been paying very well so far. Kap

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