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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: milo_morai who wrote (71716)2/16/2002 1:08:42 PM
From: Dan3Read Replies (1) of 275872
 
Re: Actually Yamhill will SPUR on more development for Hammer as it's reported to be compatible

And AMD's strategy doesn't require 64-bit apps to be written. AMD will (well, hopes to) have the highest performing 32-bit processor available, that will also happen to have the capability of running 64-bit applications.

After seeding the market with 10's of millions of these 64-bit processors, it will be a heck of a lot easier (and less expensive) to get software vendors to write code for X86-64 - since there will be a market for the applications.

Intel's strategy is to offer hundreds of million of dollars in development support payments to software writers so that they will write (or claim to be writing) applications for a not-yet existent platform.

By not yet existent platform, I mean fewer than millions of boxes in place, ready to run IA-64 applications.

One of Intel's biggest uncertainties is the question of what's really happening to those payments. How many companies are accepting those multi-million dollar development grants and putting out lengthy press releases touting IA-64 but doing no more than starting a handful of summer interns on their IA-64 projects. Meanwhile they are quietly using most of the money for other things (maybe even X86-64 development!)
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