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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: wanna_bmw who wrote (73542)	3/5/2002 8:15:21 PM
From: Gopher Broke	Read Replies (1) of 275872

All the major OEMs are involved, and it won't take long before the support for IA-64 exceeds that of many popular RISC architectures. I think you still don't grasp what it means to program for IA64. Microsoft might have had the clout to make grass-roots developers program for IA64 had they pushed it hard. But I doubt it. Intel certainly doesn't. IA64 is a system without a business case. It misses all targets. Fortune 500 company looking for the most reliable server system to run your enterprise software? Telephony system vendor with a 99.999 availability target? You will probably go for Solaris. Maybe AIX, because IBM still has clout in some places. But IA64 is way too immature. Want the cheapest solution for your server farm? You will probably go for x86/Linux. IA64 misses by a mile on price/performance. Want a simple web server for your small company? You will probably get x86/Win2K because Fred from accounting knows something about Windows and can set it up for you. As for IA64 - what is it? Hammer is going to gradually percolate through these markets. Fred in accounting will hear about it. Service providers will be watching closely. Big blue market? OK, so Hammer has as little chance as Itanium of cracking that one, but you can't win them all.

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