Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.87

-0.1%

3:59 PM EST

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To: Joe NYC who wrote (105857)	11/14/2003 7:44:36 PM
From: Petz	Read Replies (1) of 275872

That's why my opinion is that Intel will not do a partial extension, but will stick with IA64 / x86-32 for as long as possible, and when IA64 failure is imminent, they will introduce a full fledged 64 bit x86-64 CPU, either AMD64 compatible or not. The best of all worlds (IMO) is 1. no Intel x86 64-bit until "IA64 failure is imminent" 2. eventual support of AMD64 (2) is not as important as (1) -- by time Intel thinks Itanium has failed, AMD will have >25% market share (1) presumes IA64 failure, but AMD could stumble in execution or Intel could come roaring back at 65 nm to prevent it. Petz

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