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

To: Bill Jackson who wrote (61119)	10/30/2001 11:18:55 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Bill, Re: "The installed base of x86 will mean a large number of people just install and run all their old apps. With the ia64 some will work some will not and many will never work at all as the companies are gone or product is retired, but the client likes it. In that mix AMD will find quite a number of buyers." What you are forgetting is that Intel still has a number of Xeon processors on their roadmap, complete with Hyperthreading and other high performance technologies. Itanium will first take share from the PA-RISC and Alpha markets, as HP-Compaq transition their product lines to IA-64. Additionally, IBM and Dell will transition their customers from Xeon, but as you say, it will probably be a small amount at first. For the rest of Intel's current market share, there is Foster MP, Gallatin, and now Nocoma on the roadmap for Xeon, which still takes Intel through 2003 or more. AMD will be competing with these products, since without x86-64, their chips do not have a memory addressing advantage. wanna_bmw