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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 222.01+0.4%2:35 PM EST
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To: pgerassi who wrote (93476)2/22/2003 2:04:39 AM
From: Dan3Read Replies (5) of 275872
 
Re: They must be shipping Excedrins and bicarbs to Intel by the crate.

Intel does seem to be turning up the PR heat. Their comments that X86-64 was just too hard were probably honest. Intel apparently expected that AMD would take several more years to complete a production hammer design (look at how long Itanium took, and it didn't have to maintain backwards compatibility).

But Opteron is shipping now. I've gotten a quote of 1 to 3 weeks (depending on configuration) for an OEM'd Newisys "evaluation" unit. That's less lead time than some Dell Xeon servers.

The official launch may not be for another 2 months, but, much to Intel's surprise... They're Here!

And Intel appears to be, as you said, ordering bicarbonate and Excedrin.

The hot ticket in electronic sales these days is digital photography, and digital video looks like it will be creating the demand for more than 2gig of memory long before Intel thought possible. Intel's strategic folks are just too hardware oriented - they don't seem to realize that real world OS's only allow for 2gig program spaces when you limit yourself to 32-bit processors.

First the Rambus fiasco, then no X86-64. Their strategic planning has been awful for several years, now. Perhaps Intel's new theme song should be "OOPS, I did it again."
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