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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.50

+6.2%

Dec 19 3:59 PM EST

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To: dale_laroy who wrote (59542)	10/21/2001 1:15:16 PM
From: pgerassi	Read Replies (2) of 275872

Dear Dale; Total BS! Itanium has not penetrated this market either! And due to there being code already for all server applications running on x86 machines, there is no delay for software to be written for the applications desired. The places where 64 bit comes into play are a matter of size, not existance. Itanium does not have this advantage at all. No one would run any production code needing any decent amount of performance in Itanium's compatability mode. This is not true for Hammer! All software in x86 mode will run faster than competing x86 CPUs on Hammer! Those few applications really needing 64 bit like the OS, RDBMS and large dataset processing can be recompiled with relative ease. But, Itanium needs you to rebuild everything and spend more time doing it to get reasonable performance. Take MRP/ERP systems. Only very large companies need these in 64 bit mode. Many small to mid size companies can run these in a 32 bit machine. Thus, there are x86 versions of the code already, it being a cheaper server with high performance price ratios. Not so for Itanium. Probably 1 to 2% of these applications are ported to Itanium and many of these are not at good enough performance levels to justify Itanium over existing systems. X86 is already justified due to the number currently in use. Go back and really look at the installed base before making Itanium out to be established. There are not many out there wrt the installed base of the others. Even Intel figures it will take 5 years of general availability before it is established. Their PR marketing may say it is, but you know how much exagerration they do (and don't tell me they are almost always correct, i820, Rambus, and P3-1.13 tell people different). Pete

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