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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%Jan 23 3:59 PM EST
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To: Petz who wrote (123644)6/14/2004 3:08:22 PM
From: Joe NYCRead Replies (1) of 275872
 
Petz,

Intel will NOT be successful in killing x86 because of two indisuputable FACTS:
1. there is nothing computationally limiting in the x86 ISA with AMD64 extensions.
2. for a given amount of silicon, x86 is more efficient

Installed base of existing software is probably bigger than any hardware issue, and will be the deciding factor, IMO.

As far as #2, the Itanium core itself may not be that big, but on its own (without OOO) it has to have a lot of cache to be competitive.

Joe
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