Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.78

-0.1%

9:40 AM EST

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To: Charles R who wrote (103199)	10/17/2003 7:09:54 PM
From: mozek	Read Replies (1) of 275872

Charles, I have to say that I disagree on this. I think this is more like the Athlon spike because of the fact that there's not a 64-bit Windows available. Currently, AMD64 looks ready and able to stand on its own, even maintain the top spot as it scales in clock speed in the 32 bit world. The difference between it and anything Intel has yet is its ability to carry customers through the 64-bit evolution. No matter what Intel does, they're still in a tough spot long term. AMD has a good roadmap that's every bit as strong as Intel's, I personally think stronger. They've got the very low end on tap with the Geode acquisition, they've got the very high-end with Opteron, and they've got a scalable solution with A64. Intel obviously has to do something, which puts them behind by definition. One response would be the Win32-compatible 64 bit extensions. Another would be a second IA64 bit architecture likely with 64 bit support based on either AMD64 or Intanium, (concluded from Chris Jones' statement that Microsoft will support Windows 64-bit instruction sets for either AMDs or Intels existing sets as long as they don't change). IMO, the strongest thing Intel could do would be a solution that provided 64 bit extensions compatible with Win32 and also the ability to run in true 64-bit mode. Of course, while they do all this, they also have to come up with something that performs well against AMD in both 32-bit and 64-bit mode, and that looks like it could be very tough. Mike

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