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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 208.44

+8.3%

Feb 6 9:30 AM EST

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To: pgerassi who wrote (59506)	10/21/2001 3:17:58 AM
From: dumbmoney	Read Replies (1) of 275872

pgerassi, Intel had a 20 year strategy of compatibility that, if I'm not mistaken, made a few bucks for shareholders over the years. A few years ago they got "paranoid" and decided to throw away the winning strategy in favor of some HP ideas for a new architecture that would (they believed) enable a great leap forward in performance. And so here we are. The great leap forward in performance has not materialized, of course, and nobody expects that it will, but we are still stuck with this IA-64 thing that Intel has to try to sell. Nowadays the 64-bitness of IA-64 is emphasized (as opposed to the performance), only why do you need a new architecture for that? You don't. MIPS and SPARC and PowerPC all started out as 32-bits. Adding a 64-bit mode is not a big deal. It's just another feature, which operating systems and applications can use if they find it useful. If not, no problem; it doesn't cost much.

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