Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 200.98

+1.4%

3:59 PM EST

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To: TGPTNDR who wrote (81166)	5/31/2002 2:23:13 PM
From: dumbmoney	Read Replies (6) of 275872

TGPTNDR, The logic is pretty simple. Intel has 80%+ market share, so whatever they do, the industry has to support, like it or not. If Intel's "x86-64" is not compatible, then it puts AMD in a bind. Software developers will not want to support both; computer buyers will not want to deal with the headaches. One will win out, and that will be Intel's, by virtue of their market share. Since everyone knows this, support for AMD's x86-64 will drop to almost nothing the moment Intel makes their announcement (never mind when it ships). I don't know why you say it would be bad for AMD if Intel copies x86-64 (with or without compatible extensions). That would be great for AMD (and incidentally, the whole PC industry).

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