Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.87

-0.1%

Dec 23 3:59 PM EST

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To: Joe NYC who wrote (78398)	4/26/2002 3:45:19 AM
From: hmaly	Read Replies (1) of 275872

Jozef Re...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. Exactly. If Itanium had been developed by Ge, Itanium would have been dead a long time ago. The main reason it isn't dead, and Intel has such deep pockets here, is that Craig knows that when Itanium is dead meat, he is also dead meat. Craig's only option to save his name and reputation is to either make Itanium a success or get the hell out before, rather than after, so he can blame his successor.

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