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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (28530)	2/15/2001 5:34:04 AM
From: Gopher Broke	Read Replies (2) \| Respond to of 275872

I will take a bet, if you want, that Intel's LDT equivalent (SCP, I think it is called) will ship in more multiprocessor systems than LDT Interesting challenge! I notice you were not confident enough to leave out the multiprocessor factor, where Intel obviuously has 100% of the market currently. AMD would have to make huge inroads into the corporate market for this to come about. So, assuming we put some time limit on this bet (2 years to allow Sledgehammer to get into volume production?) then it would still be unlikely that AMD could overtake Intel in volume of multiprocessor systems shipped. However, if LDT does take off then Intel will be forced to support LDT it as well as SCP, otherwise they can't support all the LDT-capable devices people will be producing. The question then becomes how long it takes Intel to ship systems that implement LDT. Even if LDT is a runaway success it would probably take the Intel dinosaur a year to stop swimming against the tide. Therefore I will bet you $100 that in two years time there are higher volumes of x86-based multiprocessor systems shipping that support LDT than do not.