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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.59

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To: Tenchusatsu who wrote (60506)	10/26/2001 2:46:29 PM
From: dale_laroy	Read Replies (2) of 275872

>Software is notorious for lagging hardware by a huge margin. It took over ten years before the 32-bit extensions introduced by the 386 became mainstream.< Wrong! The 386 first shipped in a PC in 1985, the first mainstream 32-bit applications shipped in 1992. This is only seven years from introduction to a significant level of support. Of course, UNIX with 32-bit UNIX applications was a significant force in the 386 market well before 32-bit applications were available in the mainstream. Essentially the 386 served as a development platform for the 486 in the UNIX market, while serving as a development platform for the Pentium in the mainstream consumer market. I anticipate Hammer to serve a similar role. One advantage that the 386 has that Hammer will not is that virtual86 mode provided a significant boost in utility over the 286, even without 32-bit applications. But one advantage that Hammer will have over 386 is that, while Intel's 386 was significantly more expensive than AMD's 286, AMD's Hammer will be significantly less expensive than Intel's P4.

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