Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.45

0.0%

Dec 11 3:59 PM EST

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To: Dan3 who wrote (98311)	7/22/2003 7:50:33 AM
From: niceguy767	Read Replies (1) of 275872

Dan3: "I don't see why it needs to be. As long as it's very fast on 32-bit code and even faster on 64-bit code I think it's a compelling chip." I agree that it doesn't need to be, but, if it were, there would be "zero" reason for the purchaser of a new system to buy INTC (assuming competitive pricing)...INTC is currently pushing the "no need for 64 bit" as that is their only opportunity to avoid massive market share erosion over the next short term (i.e. 2 years)...A win on both 32-bit and 64-bit by AMD would leave little "marketing manoeuverability potential" for INTC... Reading between the lines of DM's statements, it sounds to me like the AMD64 will, no doubt, be a compelling offering to the new system purchaser, perhaps even a applying a "sledgehammer" to any would-be competitive offerings by the competition by outperforming in 32-bit mode!!!

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