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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: pgerassi who wrote (59446)10/20/2001 10:19:30 PM
From: dale_laroyRead Replies (2) of 275872
 
>If Hammer or any other x86 CPU out performs IA-64 by a factor of two or more, Itanium is dead, period! If Hammer merely is as fast on Itanium optimized applications, Itanium with its far higher costs will die. The Itanium has to deliver at least twice the performance of any other CPU, to keep the mind share it has.<

Historically, a processor has had to deliver three times the performance of an entrenched architecture to dislodge it. For all intents and purposes, Itanium can be considered and entrenched architecture. As for Itanium's higher costs, while this is true of Intel's traditional Xeon market sectors, Itanium promises a significantly lower cost than was attained by the MIPS, PA-RISC, and Alpha systems it will be displacing. For x86-64 to draw the market away from Itanium in these high end markets, x86-64 will have to deliver at least three times the performance of Itanium.
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