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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST

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To: wanna_bmw who wrote (147636)11/13/2001 8:48:53 AM
From: Dan3  Read Replies (2) of 186894
 
Re: Is IA-64 looking like too much of a threat, or are you actually reveling over the possibilities?

I continue to think that IA-64 is the best thing that's happened to AMD since RDRAM. And, if you go back to August of 1999 (before the first RDRAM computer was sold), and review my posts on the AMD, Intel, and Rambus threads, you'll see that I'd correctly foreseen the problems RDRAM would cause for Intel, and the benefits AMD would receive.

Certainly, I could be wrong, this time. But I sure was right last time.

And I'm convinced that X86-64 vs. IA-64 is more compelling than DDR vs. RDRAM was...

And AMD is much, much, stronger than it was in 1999, and more able to take advantage of Intel's new strategic blunder.
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