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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Charles Gryba who wrote (147670)	11/13/2001 10:39:05 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Constantine, Re: "I am sure their plan is to keep competitors in line with the P4 on the desktop while IA-64 gets debugged on the server side and once the 64-bit OS and apps are solid enough they'll move it to high-end workstations/desktops and eventualy everywhere else." I don't think Intel even means to make IA-64 a desktop product this decade. The whole point of IA-64 is to have a high end, high margin product, that will continue to uphold revenue, even after the IA-32 market gets fully commoditized. Bringing it to the desktop destroys this concept. On the other hand, like all products, it will make its way into more markets. It will probably even be aimed at several low end server markets before 2005. Intel will bring it to "lower cost" markets, but only as a server product, and only as something that demands a premium. For all the other markets, and the extremely cost sensitive server markets, Intel will continue to proliferate IA-32, probably for the next decade. When memory addressing difficulties even become overbearing for the desktop, Intel will probably extend the address lines (they already did this with the P6 - they added address lines from 32-bit to 36-bit), while still maintaining perfect IA-32 compatibility. Therefore, no matter how long it takes IA-64 to cover these markets, it will start as a niche product, and slowly grow to encompass more of the mid-range to high-end server markets. Eventually, I see it proliferating to more markets, but not in the near term. IA-32 will continue to do this, and for a long time. The question you are probably wondering is whether AMD can leverage x86-64, and make it at the very least a marketing boon to sell the product. Personally, I can't imagine AMD pushing any kind of new instruction set. Intel can barely push SSE, and that's with all their influence. AMD failed before with 3DNow, and x86-64 will probably suffer the same fate. There is simply too much to support for a company without the means to invest in a powerful strategy like pushing a new instruction set. Therefore, AMD will face the same barriers as Intel in a 32-bit world, but the two might agree on a way of extending the IA-32 address range to at least compensate for changing memory requirements. Still, that is far off down the line. wanna_bmw

To: Charles Gryba who wrote (147670)	11/13/2001 1:07:13 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

What are AMD's contingency plans? They still haven't got their 32 bit AthWiper MP debugged - NOBODY is using it other than thirs rate Box makers. AthWiper MP System crashes are legendary - As for reliability several months of use have reveiled that heavy dma transfers over the PCI bus crash the Thunder K7 easily. Don't bother doing any broadcast quality video capturing on this board although it is still reliable for rendering and compiling software. Most people will probably have their 760MP's in a server farm compiling one or two web pages every hour so the dma crashes won't be a deterrant to sales. The 760MP chip meanwhile gets hot enough to cook popcorn. heroinewarrior.com