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To: Paullie who wrote (36035)9/24/2000 12:27:42 PM
From: Wes Stevens  Respond to of 57584
 
IBM's Power PC has been out with it's 64 bit version for over a year. Too bad they quit the NT market.



To: Paullie who wrote (36035)9/24/2000 8:01:34 PM
From: Greg S.  Respond to of 57584
 
Re: AMD

I'll try to do a little research on them as a follow-up .. like I said look how far the management has taken the company in 30 years .. this company does NOT have a good history. However, it's possible to chalk some of the failures up to bad decisions early-on, and then there's the whole slippery slope (once Intel had a market stranglehold .. what could AMD do?) You have to hand it to them that they have executed very well recently. Aside from some supply problems (which Intel has in spades) they've done a great job of ratcheting up their market share - I'd actually like to see some data on that though. I'd compare their comeback as a company recently with that of Apple following the release of the iMac. Both companies are still on the way up because they have the market's attention and their upcoming technologies look very very compelling.

When I first invested in them over a year ago I made the mistake of joining SI's AMD thread here. Let me tell you it was (and probably still is) the ugliest thread on SI. The board is split 50-50 between pedantic bears and dogmatic bulls. There is some useful information to be found there, but when a thread is getting 180 posts a day, most of which are flames, I look elsewhere.

-G