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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 209.04

+0.7%

Dec 16 3:59 PM EST

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To: andreas_wonisch who wrote (65991)	12/19/2001 11:25:43 PM
From: heatsinker2	Read Replies (1) of 275872

Andreas- SLedgehammer might add "64bits" but they have barely started to attack any of the big system problems. Its sort of neither fish (desktops don't need it) nor fowl (it doesn't address the big systems issues). That sounds good to me. It sounds like a very simplistic view of the market by Intel and an Intel in denial about the potential of the hammers. In reality, I believe there are many desktop number crunching applications that could benefit from 64 bits. Also, just like Mhz sells, I think 64 bit will have status appeal as well. Likewise, it may be that Itanium is a better choice for big iron servers for airlines. But the server market is not just big iron. There are many segments where AMD systems will compete. And of course, AMD-based servers will be very cost competitive. Thank you Andreas for providing this info.

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