Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

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Nov 21 9:30 AM EST

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To: Joseph Pareti who wrote (149251)	11/23/2001 8:58:16 PM
From: Bill Jackson	Read Replies (1) of 186894

Joseph,There will indeed be some kind of contest between the downwardly compatible Hammer and the IA64. It is not certains that Intel will win this race because people are reactionary and with a choice between the two, one of which runs the old SW and one of which runs the new(small number of titles) how will they jump? This is a direct analog of the microchannel situation, and IBM lost hugely. Now Intel will make SW tools available to compile the older SW into the IA64...but how well will it work compared to code written for the IA64? What can AMD do to counter this? implement the IA64 code in the hammer as emulations of as extra codes like SSE? Lots of risk here. Dresden seems to be working fine and AMD is selling loads of parts. Bill

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