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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.32-0.2%Dec 30 3:59 PM EST

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To: Milan Shah who wrote (57046)10/3/2001 2:28:39 PM
From: ElmerRead Replies (1) of 275872
 
In my most optimistic moments (yeah yeah, dreaming), I think that Hammer could spawn a second-revolution in the PC industry. Just as the PC displaced the mainframe because it brought computing to the masses, I think Hammer has the potential to bring 64-bit computing to the masses, creating a way of easing them in by allowing them to leverage their existing software. I can think of several additional things that could make this real - for example, some software to run multiple 32-bit Virtual Machines on a single 64-bit box - I am in the software biz, and it would improve my productivity tremendously if I could switch between my test environment and development environment quickly; or, if I could run a firewall-server, web-server, email-server, and productivity apps etc all in their own virtual machines on a single box, so I get rock-solid separation all in one box.

You make a case for a highend need for 64bit but how does that create a need for the masses? How many years did it take for full 32bit computing to become commonplace after the intro of the i386? And BTW, aren't you going to need an operating system to support this vision? Is Linux going to support multiple virtual 32bit machines?

At 8.50 a pop, its worth taking that risk.

Maybe so... Good luck.

EP
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