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Technology Stocks : Intel Corporation (INTC)

INTC 46.95

-2.8%

3:59 PM EST

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To: wanna_bmw who wrote (157998)	2/7/2002 9:23:34 AM
From: andreas_wonisch	Read Replies (2) of 186894

Wanna_bmw, Re: Let's just say I have this feeling that AMD will position the Alchemy product lines squarely against the markets that X-Scale will be aimed at. That might be quite difficult in the PDA Market. Palm will be all-ARM very soon and Microsoft only provides ARM binaries for Pocket PC 2002 (i.e. Compaq, Toshiba, HP, Fujitsu-Siemens, Casio among others use exclusively StrongArm and soon XScale processors). If AMD wants to compete there, they have to go for the niches or convince Microsoft to support MIPS as well. MS has done that before but the hassle to go with several different binaries (one for ARM, one for MIPS, one for SH3 etc.) isn't worth it IMO. It just confuses the customer. Bottom line: If AMD wants to compete directly with Intel they should have bought an ARM licensee. I don't know about other markets like communications but in the PDA market AMD is IMO pretty much DOA. Andreas

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