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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 253.73+1.6%Jan 22 3:59 PM EST

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To: justaview who wrote (220459)12/14/2006 2:36:46 PM
From: Joe NYCRead Replies (1) of 275872
 
The most overlooked factor in AMD's success was Intel's caving in to Microsoft and cloning AMD64. This created a powerful momentum for AMD. Had Intel stared Microsoft down with an incompatible implementation of x86-64, AMD would have been out of business by now.

After Itanium fiasco, Intel's negotiating leverage vs. MSFT was about zero.

Joe
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