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

To: milan0 who wrote (63379)	11/11/2001 8:04:01 AM
From: Bill Jackson	Respond to of 275872

Mike, It is probably true that large biz has decided to lengthen their replacement cycle for various reasons, chief among them being the lack of need for a faster part by most users. This is exacerbated by the Sept 11 psyche shock and the recession, and we must also include the IT people who read about how good the Athlon is and introduce hessitancy. There may also be a "wait for IA64" sense out there as people who see a 3 year cycle that ends now will see them 2 years out of phase with the IA64/Hammer, so keep the old boxes humming for another year or so(no problem says IT) and then buy the IA64/Hammer. The move to IA64/hammer will be a period of enormous potential for gain for AMD and damage to Intel. For Intel to win almost all major applications used by their clients will need to be up and running, bug free etc. Now I am sure MSFT will have their 64 bit office stuff ready, but a whole sea of specialty stuff will not be ready and since most people do not need 64 bit for office stuff there is a risk they will sit with what they have. As for AMDs approach, since many companies have a number of small applications as well as the MSFT office bunch I am sure they will make sample buys of IA64/hammer for inhouse testing before they spring for 5000 seats of everything, esp if that also means 5000 new MSFT ssite licences, etc etc. AMD may be very well positioned to make huige share gains in this transition period. I am sure Intel has a secret project for a 64 bit CPU with x86 backrun ability. Bill