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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: Joe NYC who wrote (73642)3/6/2002 2:10:46 AM
From: wanna_bmwRead Replies (1) of 275872
 
Joe, Re: Jim agrees. "IA32 will provide a phenomenal value proposition - for a decade - but the high end is where Intel is trying to get into, that's the focus, and a Yamhill extension doesn't provide that the reliability and scaling that IA-64 offers. That's built into IA-64. IPF is already 64 bits; you can plug-it in down the road; the 64bitness is already there."

Sounds like the HP exec is ready to throw in the towel, eh? He's really saying that Yamhill is the future - no, wait. He's really saying that Hammer is the future, and to make sure you don't buy their new McKinley based zx1 chipset, because HP will be transitioning to Hammer shortly afterward. Right?

I just want to make sure I understand the hidden meaning that everybody else except for me must be seeing from your link. After all, everybody says that Yamhill is Plan B, and that Intel is simply waiting to cancel Itanium. Since this HP exec you mentioned *knows* about Yamhill, and he's willing to give *The Register* an exclusive scoop into the whole dirty business, then he must also be aware of Intel's plans to cancel Itanium if AMD becomes too much of a threat. Therefore, I'm still trying to find the hidden meaning that must be in the above sentence. TIA for any hints you can give.

wbmw
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