Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.18

-0.5%

Dec 31 3:59 PM EST

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To: DRBES who wrote (92171)	1/12/2003 1:14:28 PM
From: Dan3	Read Replies (2) of 275872

Re: some comments or something to add I think the time frame for Athlon-64/Opteron to become the industry standard is pretty limited - they have to do it by late 2004 / early 2005, when Intel will begin to push some alternative (Yamhill or some sort of X86 compatible desktop Itanic). But I think AMD may very well sell IBM a second source license to produce desktop Athlon-64 - which would support X86-64 being the default architecture in less than 2 years. It would limit AMD's quarterly revenue to perhaps $10 on each of 10 to 15 milllion parts (in addition to whatever they get for 5 to 10 million high end and mobile Opterons they FAB at Dresden). But AMD would have no costs associated with that revenue, and both AMD and IBM would benefit from Intel being "oxygen starved" for a while. IBM has got to be concerned that Intel is close to establishing a monopoly on computer hardware more complete than the one Microsoft has created in software. It would be interesting to see Intel trying to carry their present costs with half their current revenue....

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