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

To: Robert Douglas who wrote (126102)	1/26/2001 4:21:04 PM
From: Tony Viola	Respond to of 186894

This post quoting Michael Slater sounds very familiar: messages.yahoo.com _______________________________________________ Microsoft has cooperated with AMD in optimizing its DirectX software for 3DNow!, but to make the most out of AMD's X86-64 will take a full port of Windows 2000 (or whatever operating system comes next)-which would require a much higher level of commitment from Microsoft. Creating a Linux version for X86-64 should be a lot easier, but whether any other versions of Unix support the architecture remains to be seen. Intel's IA-64, on the other hand, will be supported by a 64-bit version of Windows 2000, as well as by several versions of Unix. In addition, Intel is spending hundreds of millions of dollars to encourage the development of IA-64-optimized applications. AMD doesn't have any spare cash for this kind of effort. Then there is the question of who will build the systems. Essentially every server manufacture except Sun has plans to build IA-64 systems. Many of these companies will also build X86 servers, and some will continue building systems with their own proprietary architectures as well. Is there room for another alternative? It looks like all the leading server makers have full plates already. AMD can probably justify this effort, however, even if SledgeHammer plays only a very minor role in servers. By coming out with X86-64, AMD breaks further away from its old image as an Intel follower and low-cost processor supplier. If all the server efforts do is improve AMD's image in the minds of performance-oriented PC purchasers, it still will have been well worthwhile. Michael Slater (michael@mslater.com) is Principal Analyst at Cahners Microdesign Resources and editor of the Free E-mail Newsletter Microprocessor Watch (www.mdronline.com/mpw).