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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.00-0.5%10:31 AM EST
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To: wanna_bmw who wrote (78395)4/25/2002 7:29:38 PM
From: Joe NYCRead Replies (3) of 275872
 
wbmw,

Prior to Opteron, I considered it Intel's goal to manage the prospects of their Xeon line to slowly move customers onto IA-64, but now, AMD has a much more effective Xeon competitor, which will force Intel to increase the value proposition of their IA-32 line.

This is my point. The biggest competitor of Itanium is and will be Xeon. And Xeon can't cede the top end to Itanium, because it is facing competition from Athlon. If there were no AMD and no Hammer, Intel could just limit the resources devoted to Xeon (server chipsets - # of CPUs, bandwidth etc.) just to leave the high end to Itanium. But because of AMD, Intel is forced to make the Xeon line as good as it can possibly be, to keep AMD away.

This, combined with the size of the market (and the fact that Xeon and Sledgehammer benefit from the volume production of the non-server siblings), it is very tough business proposition to make Itanium a success. The cost of Xeon and Hammer are spread over 150 million CPUs. The only reason why Itanium still exists is because of deep pockets of Intel, the fact that the management is willing to indefinetly sign the blank checks for it. Any cost benefit analysis would have killed Itanium by now.

Joe
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