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Technology Stocks : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST
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To: dale_laroy who wrote (140284)7/27/2001 3:21:46 PM
From: fingolfen  Read Replies (2) of 186894
 
I don't either. The problem is that IT managers like to validate for a platform that will be around for at least two years, preferably three. Intel obviously will not get serious about killing off PIII until Northwood. This means that the platform switch will occur in Q1 2002 at the earliest. AMD promises that Athlon will still be around through the end of 2003, but that is only seven quarters. I do not look for very many corporate IT managers to validate AMD platforms until Clawhammer emerges, including UMA chipsets.

... but that begs the question: What is the driving force to validate Clawhammer? The P4 and Itanium will already be well-validated at that point... and that presumes that Clawhammer will show up on time, WITH real software support.
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