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

To: dybdahl who wrote (107450)	8/13/2000 12:35:22 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: I don't believe that everybody wants to have 64 bit on the desktop right now... People were insisting on 32 bit desktop systems for years prior to the introduction of any 32 bit software that supported them. AMD will be offering a 64 bit desktop that will compete directly with Intel's 32 bit desktop. Intel will be marketing the power of its very expensive 64 bit servers while AMD is selling 100 times as many 64 bit units to high end desktop buyers. You are absolutely right that for most desktop users 64 bits is irrelevant. Consider that diamonds and cubic zirconium are identical for all practical purposes, yet people still pay a huge premium for diamonds over cubic zirconium. AMD will be marketing 64 bit diamonds against Intel's 32 bit cubic zirconium. If you think 2000 is a good year for AMD because its desktop processors are a speed grade or so ahead of Intel, wait until next year when it is selling 64 bit processors against 32 bit processors. Dan

To: dybdahl who wrote (107450)	8/13/2000 12:40:11 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

dybdahl - Re: "On the client, Intel continues to provide Pentium processors... I don't believe that everybody wants to have 64 bit on the desktop right now, especially since most software on the desktop will be 32 bit for quite a while. Except maybe Linux software. " Your analysis is right on the mark. To further your argument, the current mass Microsoft Client Software (Win 95/98) is still based on A LOT OF 16 bit software !!! Since 15 years have passed since the 32 bit 80386 came out, I wonder in Microsoft will take 15 more years to transition to a 64 bit client OS ? Paul