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

To: Pravin Kamdar who wrote (59721)	10/23/2001 12:31:23 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Pravin, You can bet your bottom dollar that Intel is working on a 64bit Pentium 4. They would be crazy to not have something to counter Hammer with -- should Hammer become wildly successful. I think if something like that was going on, it would leak, and it would destroy Itanium. It's like one of these explorers (Herman Cortez?) who burned all the ships in order to boost the morale of his troops, basically eliminating the possibility of retreat. Joe

To: Pravin Kamdar who wrote (59721)	10/23/2001 1:14:34 PM
From: g_w_north	Read Replies (2) \| Respond to of 275872

Intel cannot afford to validate Hammer in any way shape or form. So far Microsoft has not announced any support for the x86-64 platform (other than that web page that Milo found) and Intel would like to keep it that way. If they support the Hammer architecture obviously Microsoft would have to support it as well. Intel wants to avoid that scenario at all costs. IA-64 is their future. What has me curious are the amount of consumers that are shying away from the top tier OEMs in the desktop market. If IBM, HP/Compaq and other top tier OEMs don't support the Hammer line, would some businesses (obviously starting with small to midsize businesses) go the same way as the consumer and shy away from top tier OEMs on server purchases? Obviously AMD could make an attractive top to bottom solution.