Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.62

-3.4%

2:23 PM EST

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To: wanna_bmw who wrote (78382)	4/26/2002 2:21:16 AM
From: hmaly	Read Replies (1) of 275872

Wanna Re...If Madison has 64-bit performance that meets or exceeds Opteron, then it might come down to a race for who can get major software support first. In that case, my money would be on Intel, given the fact that they've had a year or more of a "head start".<<<<<< Do you really believe what you are saying. If Madisons performance lead over Hammer is questionable, Madison is a dead duck. Hammer or Yawmill will easily outsell it, because Hammer and Yawmill will have the software, and price. Madison needs to soundly beat Power 4 and Sparc by enough to persuade buyers to pay the price for new software. Without it, Itanium is another Alpha.

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