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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 3:41:44 PM
From: TGPTNDRRead Replies (1) of 275872
 
DM, Re: < 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).>

IMO, it would be bad for AMD 'cause it would be better if Intel stuck with 32-bit for the PC market.

To me it seems clear that within a couple of years 64-bit will *OWN* the desktop & small server markets.

And I doubt that Itanic could get there that fast for a right price.

I don't think Intel planned it 5 years ago, so I don't think they can do it now.(But maybe they can. God knows they've built the FABs for it.)

Thus, I think that if Intel doesn't stick some kind of 64-bit *STUFF*(Use that word carefully, folks, I'm a professional) into their desktop/small server chips they're going to be handing big parts of the market to AMD. And that would be great. Anything else would be bad, in comparison.

tgptndr

PS. If you object to DM in the address let me know and I'll not use it again.
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