Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.00

+0.7%

3:59 PM EST

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To: dumbmoney who wrote (81171)	5/31/2002 2:31:06 PM
From: Elmer	Read Replies (1) of 275872

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). Now you're making pretty good sense and I wonder why Intel didn't float this notion long ago? Must have been fear of derailing IA64. With the introduction of McKinley imminent I think it's time to let IA64 sink or swim on it's own merits and Intel should offer x86-64 (incompatable with Hammer of course) and let the market decide. EP

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