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Technology Stocks : Intel Corporation (INTC)
INTC 36.20+0.1%Dec 26 9:30 AM EST

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To: Elmer who wrote (156947)1/26/2002 1:27:01 PM
From: Paul Engel  Read Replies (5) of 186894
 
Elmer - Thoughts on an Intel 64-bit x86 Skunkworks project.

For Intel to let this leak is an extraordinary strategic maneuver.

Intel may - or may not - even be doing this Yamhill project - I don't know - but the net effect is the following:

Any software developer thinking about doing a Hammer project will definitely STOP what they are doing and WAIT until Intel's plans are clear. If they are going to do a 64 bit OS/Application for x86, it would "be prudent" to do it on the major platform, and that would inevitably be Intel.

The net effect is to FREEZE software development for the AMD Hamster family - - if it even exists - a freeze at the worst possible time for AMD.

With Hamster delayed, further delays in software for the little critter will most likely mean that the Hamster - should it ever be made and work - will have little or no 64 bit software to run on it - as developers wait for Intel's version.

This "Yamhill" information release could be the best type of guerilla marketing that Intel can do - taking a page right out of Jerrihad Fatwah Sanders /// book ( a book he copied from Guy Kawasaki, I might add !).

Paul
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