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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST
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To: combjelly who wrote (59368)10/20/2001 9:32:47 AM
From: dale_laroyRead Replies (1) of 275872
 
>So will Itanium be the future?<

The short answer is yes! With Alpha out of the way, the only architectures that stand any chance at all of competing in the target markets of Itanium are SPARC & Power, and neither SUN nor IBM is particularly eager to push these as a merchant chips.

The long answer is, how stable is this market segment? For years the target markets of Itanium have been eroded by Xeon. I say eroded because Xeon is not going into the types of systems at which Itanium is targeted, but rather the entire paradigm is changing with the emergence of new categories, such as thin servers, that are displacing the old.

Hammer/K9 will not compete with Itanium in the types of systems at which Itanium is targeted. But, Hammer could displace Xeon in the types of systems that will, in turn, displace the types of systems at which Itanium is targeted. The key here is whether Xeon is adequate to sustain the assault on the traditional markets all by itself, or whether x86-64 will be needed in future thin servers and other threats to these markets. If Xeon is sufficient, Hammer could fail almost completely. If Xeon is inadequate to address the changes of this market, x86-64 will eventually win.
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