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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.11+3.9%Nov 26 3:59 PM EST
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To: wanna_bmw who wrote (73589)3/5/2002 9:56:32 PM
From: Joe NYCRead Replies (1) of 275872
 
wbmw,

I open up my encyclopedia, and find a blank page under Yamhill. Either it doesn't exist, or it's far out in the future,

I just posted you a link of comments by HP's IA-64 chief. He seems to know a lot about it. How can it (Yamhill project) not exist? Is the HP guy making it all up? As far as Yamhill being far out in the future, I would sure hope so. Itanium's slow sinking and Yamhill delayed would be an ideal scenario for AMD.

If Intel wanted to compete with x86-64 now before it launches, then they would have had to make a call to action, and start the FUD early.

Intel management has not concluded that Itanium is a failure - yet. Part of Plan A is not to acknowledge that Plan B exists, because acknowledgement of Plan B makes it even tougher for Plan A to succeed (not that it has not have enough problems of its own)

My speculation is that when Intel announces Plan B, the decision to pull the plug on Plan A has already been made. Like what happened with Rambus support.

And by the way, I don't appreciate your continued insinuations about the source of my knowledge. Everything I post here is off the top of my head, unless I state otherwise. I'd thank you to remember that in the future.

I don't think my insinuations are "continued". They are isolated only instances when I have a perception that you are posting from a script.

Joe
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