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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.14+0.8%9:51 AM EST
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To: pgerassi who wrote (59554)10/21/2001 4:58:11 PM
From: dale_laroyRead Replies (1) of 275872
 
>All software in x86 mode will run faster than competing x86 CPUs on Hammer!<

If AMD delivers, this will be true. But, AMD has yet to deliver a single Hammer processor to prove their claims.

Additionally, the problem is not one of software, but infrastructure. Even though Alpha was faster than any mainframe processor out there, it could not dislodge the mainframes because the peripherals available in the mainframe environment are simply not available to Supermicro computers.

Similarly, the main problem that Hammer has to overcome is neither software nor consumer acceptance. The main problem is penetrating the product lines of vendors that DP centers trust. If you can name a single leader in the market segments currently served by Alpha/MIPS/PA-RISC/SPARC that is committed to x86-64, I will grant you that IA64 could find a difficult time versus x86-64. Even if AMD were to purchase SGI, thus entering these market segments themselves with SGI branded Hammer based systems, I would be willing to concede that Hammer looks like the logical victor. But quite frankly, I do not see any major vendors committed to Hammer, and every day it looks less and less like this is likely to change.
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