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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.50+6.2%Dec 19 3:59 PM EST
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To: Pravin Kamdar who wrote (28287)2/13/2001 1:46:26 PM
From: Joe NYCRead Replies (1) of 275872
 
Here is something from John Dvorak (I am typing this so sorry about typos etc):

Not mentioned by Jobs was AMD and its Athlon line, which is performing a little better than Pentium on some tests. Jobs has concern over the laggars at Motorola and their inability to keep pace with the Intel/AMD crowd. Jobs showed a slide with the newest Apple architecture, and on it was something called CoCoa. This new technology is a Java-like development language that he says will be used for creating new types of products. While Jobs's discussion didn't go into much detailabout how the technology will work, it semms as if this new system could easily output code for AMD-based Apple platform.

If Apple could move off the PowerPC chips, it could rock. First, it would be a marketing plus to have clock speeds at the GHz level. More important, the move would give Apple some much needed leverage over Mircosoft. While Mac OS running on AMD chips could be made proprietary to Apple hardware, it wouldn't take much more than a fix to go after the entice spectrum of Windows users.

I can't say that Apple has the gumption to pull off such a coup. We'll see. But the fact that Jobs called Mac a PC may be a clue.

Joe
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