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

To: survivin who wrote (45125)	6/25/2001 6:17:13 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Is this new? ne.jp

To: survivin who wrote (45125)	6/25/2001 6:21:19 PM
From: Epinephrine	Read Replies (1) \| Respond to of 275872

survivin, <cpq/intc see no problems from the DOJ/FTC> I don't know enough about DOJ/FTC concerns to respond to that but the allegation that the tech transfer is non-exclusive is a little simplistic and only looks at one aspect of this situation, that's just my opinion though. "Intel Executive Vice President Paul Ottelini echoed Barrett and Capellas, adding, "We are not buying the Alpha chip product lines. We're buying assets and resources as they finish up their project," Hmm, that may technically be true, but then again they are also "buying" the entire Alpha customer base. Or are rather being given it in a giftwrapped package as Compaq transitions that customer base over to Itanium. I dunno, I am no expert for sure, but I still think that this ranks pretty damn high on the list of strategic misfortunes that could have befallen AMD at this point. So who is going to champion X86-64 if Compaq is pushing IA64?? AMD seemed to have a ray of hope while Compaq was a competitor of Intel or at least a not full-hearted supporter of IA-64, now that hope is gone, and where will they turn? If they can't even get a major OEM to sign on for a 100% fully compatible server chip how in the world will they gain any headway with a server chip whos major feature is a completely proprietary new instruction set? (an instruction set that has no installed base and has no semblance of nor any hope of gaining the critical mass necessary to build one.) Epinephrine PS: Yes I know the original X86 ISA has a huge installed base but not in large scale enterprise servers and clusters. Or am I mistaken (like I said I am no expert)