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

To: milo_morai who wrote (57417)	10/6/2001 3:37:11 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Milo, IA-64 is not aimed at the consumer space, so it will obviously not have or require all the world's apps to be ported to it. In fact, to begin with, there is a limited market for Itanium in the high end, and high end applications will be ported. Bringing a new architecture down to the mainstream server markets is not trivial, and it may take several years before software catches up with what the hardware can offer. On the other hand, AMD won't succeed with Hammer in the high end. They will market it in various mainstream server configurations, and probably be very successful running x86 code on it, mostly because of incremental performance gains over the already efficient Athlon. I don't know how well Itanium will do competing against AMD's product line, once the time comes for it to percolate to the mainstream. However, you can be sure that both Intel's and AMD's micro-architectures will look very different by the time that happens. In the mean time, I don't see a conflict in markets. Hammer has more of a chance in competing against Intel's Hyperthreaded Xeons. wanna_bmw