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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST

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To: wanna_bmw who wrote (78541)4/27/2002 7:47:12 AM
From: hmalyRead Replies (2) of 275872
 
BMW Re...It's lower volume, but higher margin - a very simple concept. I don't know why some people have so hard comprehending it<<<<<<<

We have a hard time comprehending it because Itanium was sold under the guise that by everyone selling the same chip, high volume, (relatively speaking),low margin,low design costs, would cut the costs. Now you are telling me that Itanium will be a low volume, high margin,high development cost chip. In addition, the ability to run x86-32 bit software was Itaniums main selling point,and that has been dropped. And you want me to buy that it will turn into a great seller. I wouldn't and neither will a lot of other people.

can't speak for the future, but right now, IA-64 has more than 10x the software support that Hammer has, and a better prospect for future development, given the number of currently outstanding commitments.<<<<<<<<

What a crock. Hammer runs 32 bit software just fine, according to Van's, and there are tens if not hundreds of times 32 bit software over IA-64. In addition, now both Linux64 and Windows 64 do. As far as the commitments are concerned, who are you trying to kid. I will bet you that Hammer, after 6 months, has far more commitments, than Itanium 2 does.
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