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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (100136)	3/27/2000 12:58:00 AM
From: chic_hearne	Read Replies (1) \| Respond to of 1571928

Re: Sounds like you have devoted an enormous effort to understanding the detailed workings and performance of this processor. No I haven't, and I never claimed I did. I think very few people really know much about the Itanium. Eventually, I think INTC and AMD will both have 64 bit processors that make tremendous impact on the server market. The paradigm shift will begin when one of these companies produces a 64 bit processor in volume (with SMP board support) that is competitive with Sun's Ultra Spark or IBM's RISC. I can hardly wait to hear what you say about Merced once you actually DO SEE one and, if it isn't asking too much, SEE IT IN ACTION. I will see one in action hopefully by the end of the year. IBM has tight lipped projects going on now, the employees can't even let other IBM employees know what they are doing. I'd assume a similar situation exists at HWP, CPQ, DELL, GTW, etc. As soon as it's not IBM-confidential and I can get a first hand look, I'll let you know what I see. BTW; Why do you own AMD stock? If you think AMD is doomed, why own the stock? You must think the stock is going up, or why hold it? Please inform me why you think the stock will continue to rise. chic

To: Paul Engel who wrote (100136)	3/27/2000 12:59:00 AM
From: tejek	Read Replies (1) \| Respond to of 1571928

I can hardly wait to hear what you say about Merced once you actually DO SEE one and, if it isn't asking too much, SEE IT IN ACTION. Paul, And when will that be? ted

To: Paul Engel who wrote (100136)	3/27/2000 1:48:00 PM
From: Rob Young	Read Replies (2) \| Respond to of 1571928

Don't worry .. when you do see it in production, keep in mind it is a development platform... Intel spokespeople are left speechless... well no wonder... what can they say? Rob semibiznews.com In fact, Intel's said to be following the same strategy with Itanium by bonding bare die in the package until the functions can be integrated onto a single chip. Sources said the move lends credence to an assumption held by many industry insiders that Itanium, Intel's first 64-bit processor, is a market-opening device that will soon be succeeded by the monolithic McKinley chip in a new package. While Intel has contended that Itanium is a full-production device, a company spokesman declined to comment on the package selection.