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

To: Milan Shah who wrote (60447)	10/26/2001 1:08:47 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 275872

Milan, <Isn't precisely this kind of mis-understanding holding up the P4? I love the x86-64 idea - even if it never actually gets used.> So misperceptions are just fine for AMD products, but not Intel's? Tenchusatsu

To: Milan Shah who wrote (60447)	10/26/2001 1:14:02 PM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

>If most people are going to be confused and will make their buying decisions based on this incorrect understanding, won't it serve the purpose we are all looking for, which is that there will be a mad scramble to buy AMD chips?< Quite the contrary. The initial impact of x86-64 will be to slow the migration from Athlon to Hammer as consumers question their need for 64-bit computing. But once, due to the lower costs of system boards, value segment Hammer systems start to sell for less than value segment K7 systems of the same speed grade (and slightly less performance), thrift will win the day.