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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: Jim McMannis who wrote (103349)	10/21/2003 12:00:43 AM
From: Dan3	Read Replies (1) of 275872

Re: Success of 64 bit computing on the desktop really depends on a Windows OS Not if you're clever enough to make your 64-bit chip the fastest 32-bit software platform available. I'm encouraged by Microsoft marketing the AMD64 versions as "Windows with 64-bit extensions" instead of AMD64. There was room for an AMD64 and an Intel64 but theres only room for one "Windows with 64-bit extensions." Microsoft apparently doesn't want to have to wait for a betamax vs. VHS battle to freeze the market for a couple of years. Intel can sell the Itanium instruction set or they can set up a cleanroom and reverse engineer AMD's instruction set - but there's apparently going to only be the two 64-bit windows platforms to choose from. The things to be concerned about either that AMD just can't make the chips (it could happen, but things are looking awfully good) or that Intel's process would suddenly gel, and they'd get to a 4ghz sweet spot by Q2 of next year - and I don't think that's going to happen (but it could). With all the security issues, competitive pressure from Linux, and the need to develop a Windows upgrade with enough new features that it sparks upgrade sales, Microsoft is going to be slow to agree to write and test yet another version of its software on top of Itanium64, Windows with 64-bit extensions, and regular 32-bit Windows. If Intel wants to clone AMDs instruction set, then spend $100's of millions of marketing dollars telling people why they need to pay higher prices for AMD64 (windows with 64-bit extensions) hardware - well that's OK!

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