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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 198.12-5.2%Dec 17 3:59 PM EST
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To: fyodor_ who wrote (66059)12/20/2001 8:10:31 PM
From: pgerassiRead Replies (3) of 275872
 
Dear Fyo:

If Hammer sells more than 1 million CPUs, IA-64 is dead, plain and simple. All large IA-64 servers could be replaced far more cheaply by clustered Hammer servers. They have not enough performance against even Athlon MPs and Xeons, much less Hammers. Why do you think that IA-64 has sold only hundreds thus far? Its because their performance doesn't justify the price Intel needs to make any money.

Pete

PS: I think that far less Hammer CPU sales would kill IA-64, either Itanium or McKinley.
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