Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 252.74

+0.3%

3:59 PM EST

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To: rudedog who wrote (103830)	10/28/2003 1:39:20 AM
From: Jim McMannis	Read Replies (3) of 275872

RE:"I am a little concerned about the complacency around how much time AMD would have before Intel could field a product. If Intel determined to do a superset of AMD64, OS software would not be much of a barrier, despite the claims of some folks here"... I'm very concerned. It took AMD-Athlon a year after release to start making significant market share gains on Intel. Intel still turned the battleship. So Opteron has been out about 6 months and Athlon64, one month. Intel has already started the FUD and will release a x-86-64 chip when the market "needs" it...which will be within 6 mos. to a year...IMHO. Without big help from Microsoft, AMD will not pull it off. IMHO

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