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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 253.73+1.6%3:59 PM EST
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To: wanna_bmw who wrote (80378)5/21/2002 9:26:29 AM
From: Charles GrybaRead Replies (1) of 275872
 
wbmw, you're correct. Marketing is the key. I think AMD's approach is better since ALL programs will run faster on Hammer since no recoding or recompiling will be needed in 32-bit mode. The Intel extensions including hyperthreading need extensive programmer investments to accomplish similar speed increases. It will come down to meeting delivery schedules and marketing this stuff to OEMS. Intel is better than AMD at both of those tasks so I think a lot of the AMD supporters may be in for a long tough battle in the next 18 months.

C
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