Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.14

-0.4%

3:46 PM EST

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To: kapkan4u who wrote (105783)	11/14/2003 1:24:58 PM
From: Petz	Read Replies (1) of 275872

Why are you so afraid of AMD64 in Prescott? Fear is not my motivation at all. But I don't agree early adoption would be good for AMD. Headlines and ego-boost don't sell chips. AMD can't expand its market to the 50% or more of users (75% in businss) who will not buy AMD, because Intel would be offering everything AMD does. NDAs - OK, I can see he wouldn't be able to just say that Prescott will (eventually?) have AMD64 extensions. What he said is consistent with having an NDA, even if the NDA were about some non-AMD64 extensions in Prescott. But he also said the following when he was talking about servers: I think Intel will have to address* this vulnerability created by Itanium versus Opteron.* (emphasis added) This is future tense, implying that whatever he is about to describe (for desktop chips) does not solve the problem for servers. Why? If Prescott has 64-bit addressing then its Xeon version will be a viable server solution. If it doesn't, it won't, and Intel still has a problem and "will have to address the vulnerability" created by Itanium vs. Opteron, which is that Opteron gives 64-bit addressing without requiring new software. Petz

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