Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Gary Ng who wrote (107151)	8/12/2000 9:38:48 AM
From: rudedog	Read Replies (1) \| Respond to of 186894

Gary - I think you have hit the nail on the head with the AMD sledgehammer (no pun intended <g>). The advantage for that design is the IA32 core - this is much more like the 286-386 transition in that the new chip will run old code natively without modification, and mix and match extensions to use 64 bit capability are possible. But the real question is who would build a machine based on that architecture? IBM seems like the only likely candidate to me. They seem to have a deeper relationship with AMD, they already ship an "alternative" processor in some volume into the midrange, and they also have a big enough software business that they could enable some worthwhile 64 bit apps, such as DB2.