Intel has one more year to sort out Itanic, and the whole Itanic strategy is taking on water fairly fast...
At the AMD tech webcast a couple of months ago, near the end, an analyst asked Jerry what was next, what's highest priority, etc., and he yelled out Hammer, Hammer, Hammer. He mentioned nothing else. That was it. I repeat, Hammer is essential to the survival of AMD as we know it, this year-next year. Itanium, on the other hand, is not absolutely essential to the immediate future of Intel. Hammer: heart and soul. Itanium: not just a nice to have, but Intel doesn't die without it. It's a matter of overwhelmingly important products to a company. Hammer is, Itanium isn't. |
