Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.00

+0.7%

3:59 PM EST

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To: pgerassi who wrote (59506)	10/21/2001 10:45:23 AM
From: dale_laroy	Read Replies (1) of 275872

>Incompatible replacements need 3 times, but compatible ones can do it with as little as 50% more so long as the old mode is at least as fast. If the new and old modes are faster on the new one than the old one, an increase of 25% is all that is needed. If the performance is the same, but the price is 1/3 and the software already exists for the alternate platform, the changeover is quick (eating from bottom to the top has been done, just look at the 386 and later CPUs).< Hammer is only compatible in the traditional Xeon market, not the 64-bit Alpha/MIPS/PA-RISC market. If Hammer delivers on its promise, even if this delivery is only in 32-bit mode, by the time K9 arrives Hammer should own the traditional Xeon market. But, at least until 2005, Itanium is not targeted at the Xeon market (except the upper end eight-way configurations). Intel pulling Xeon out of this particular market could be a major blunder, as it could open it up to Hammer instead of leaving the field clear for Itanium, as Intel hopes. But, Hammer will not penetrate the traditional Alpha/MIPS/PA-RISC market that is the primary target of Itanium until at least 2005.

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