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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 223.44+4.3%Jan 2 3:59 PM EST

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To: milo_morai who wrote (80290)5/23/2002 2:23:08 PM
From: Joe NYCRead Replies (2) of 275872
 
milo,

If Intel does not include x86-64 in Prescott (which at this point seems like a very long shot), it is a good news for Hammer. Banias will most likely not be 64 bit. I don't know what's next on Intel's roadmap which could include x86-64, but it now looks that AMD will have at least 1 to 2 year lead in x86-64, or some 50 million units.

This should be a critical mass, and should be enough for Microsoft to tell Intel that Intel's x86-64 has to be compatible with AMD's, or it will not get MSFT's support.

Joe
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