Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.03

+2.5%

Jan 16 3:59 PM EST

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To: SMALL FRY who wrote (11352)	11/19/1997 12:34:00 AM
From: Tech Buyer	Read Replies (1) of 70976

Efren, I didn't see that in IBD, but wouldn't worry about it even if I have INTC stock right now. If it has any effect on AMAT, it would be a positive one (more competition, more equipments needed by chip makers, etc.) There have been other grossly over-hyped attempts to displace the Intel x86 chip family as the industry standard. Remember the MIPS chip and ACE? Or the PowerPC? It is far, far too late in the PC game for anybody to introduce a non-x86 chip and expect to have anything more than a small niche market. AMD, Cyrix, and Centaur have the right idea by doing Intel-compatible chips. The Alpha processor can run current PC (x86) software in emulation mode under Win NT, but at a slower speed. To take advantage of the raw speed of the chip, software would have to be re-compiled for the native instruction set. Most big corporations would not even consider switching to Alpha, unless it is for heavy-duty number crunching (scientific/engineering) applications. I doubt that many individual users would switch either. TB

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