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To: Joseph Pareti who wrote (147421)	11/11/2001 2:42:20 PM
From: Paul Engel	Respond to of 186894

Joe - Re: "while hammer will better address the x86 installed basis needs and provide a performance boon to the 2P-4P midrange customers". ..Aside from the obvious question "when will it ship", the argument seems interesting. Besides, Meier is probably the best guy they've got. What do you think ? The ClodHamster ewil be 2-way only - and it isn't due until late next year. The SludgePumper - supposedly 2,4 and 8-way - won't be out until some time in 2003. Ergo, AMD is pitting the Hamsters up against Intel's 32 bit processors - for desktops and servers. Effectively, AMD is saying that whatever markets Intel's IA64 is positioned in, AMD WILL NOT CONTEST THOSE MARKETS. The reality is that Intel offers CPUS from hand held PDAs to desktops to mobiles to servers to 64 bit servers - COMPLETE Soup-to-Nuts one-stop-shopping. AMD will offer unproven, unstable, low cost alternatives. And there are a few customers who gloat on the "low cost" issue - to the detriment of stability. AMD's near complete failure with their AthWiper MP solution will be reproduced with the hamsters. Paul

To: Joseph Pareti who wrote (147421)	11/11/2001 4:27:35 PM
From: wanna_bmw	Respond to of 186894

Joe, Re: I saw Dirk Meier saying (at the exec. webcast) something like "itanium is an enterprise/niche product due to high cost and power dissipation, while hammer will better address the x86 installed basis needs and provide a performance boon to the 2P-4P midrange customers". Meier is probably right about Itanium being a niche product, but that's only for the short term. Power consumption is not a trait inherent in IA-64 architecture, and costs will be reduced with more volume oriented products (Deerfield, for one - the "low cost" Itanium). When Meier compares Hammer to Itanium, then, he has successfully built up a conflicting argument. Since the two architectures (as he admitted) are for different markets, he cannot then follow with the conclusion that Hammer will better address the x86 installed base. In reality, Intel is not abandoning IA-32 architecture. They intend to pursue it for as long as it takes to get enough of an installed base for Itanium. While Itanium is a niche product now, plans are for it not to be in the future. Compaq, for example, is transitioning most of their server lines to IA-64 beginning in 2004. I believe HP and Dell will try to do it sooner. Meanwhile, Hammer's real competition is the Xeon processor, which will continue to offer 2P-4P solutions, with Prestonia and Plumas in the mid-range, and Foster/Gallatin and Grand Champion in the high-end. Dirk Meier may not to acknowledge these products, but if Hammer has a chance, AMD better start paying attention to these. wanna_bmw