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Technology Stocks : Intel Corporation (INTC)
INTC 37.81-4.3%Dec 12 9:30 AM EST

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To: Dan3 who wrote (160513)2/27/2002 3:31:02 PM
From: Tenchusatsu  Read Replies (1) of 186894
 
Dan and all, AMD Hammers Intel with what?

tomshardware.com

This ZDNet story is typical of the excitement surrounding AMD's first showing of Hammer, about 2 blocks from the Intel Developer Forum (IDF) in San Francisco. Everyone seems to have bought the AMD pitch hook, line, and sinker. Smooth migration from 32-bit to 64-bit, etc. etc. But, I'd like to know how big an advantage the transition from 32-bit to 64-bit applications is going to be for AMD? Is a one processor fits all approach what's been holding back the migratory path? Or, is it just that the return on investment in making the migration doesn't favor any but a few, specialized software applications? Also, doesn't AMD risk reducing the earning power of its 64-bit platform by hammering home the 32-bit performance message and throwing it in the mix? A highly specialized, and expensive 64-bit solution might have helped AMD to get out of the bargain basement which would be a good thing for a company that wants to go toe-to-toe with Intel, a premium brand and marketer, and rich too. Cheap, cheap, cheap doesn't get you invited to the Gates Mansion for a game of Bridge.

Wasn't this exactly what I was arguing about? I think this Scooby McKay guy hits the nail right on the head. (Of course, it's hard to take a guy named "Scooby" seriously, but oh well.)

Tenchusatsu
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