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

To: Charles Gryba who wrote (147685)	11/13/2001 12:00:30 PM
From: wanna_bmw	Respond to of 186894

Constantine, Re: "What do you think Intel's response to x86-64 will be?" Simple. Intel only needs to show examples where their 32-bit chips beat AMD's 64-bit chip. With Hyperthreading, this may not be that difficult. They would also be able to take advantage of any difficulties AMD is having trying to garner acceptance (and I think there will be difficulties), in order to show that x86-64 won't be ubiquitous enough to differentiate AMD's 64-bit processors from a 32-bit chip. What I think is that Intel will continue to produce enhancements to their 32-bit chips, with improvements to Netburst over the next few years, and probably a new 32-bit core after that. If you've noticed, Intel is going down the path of having the right core for the right market. While AMD plans to proliferate their single design to the desktop, server, and mobile markets, Intel plans to have IA-64 in the high end, Netburst for the mainstream, and Banias for mobile. These are three architectures all with their own advantages for the markets in which they are being aimed. AMD's approach will have both advantages and disadvantages. It's likely that they won't get both higher performance, lower power, lower cost, and scalability, all at the same time, and continue to improve on all these aspects. With Intel, they will continue improving power with Banias, performance with Netburst, and scalability with IA-64, all while ignoring the tradeoffs of less scalability in Banias, greater power in Netburst, and higher costs in IA-64. In the end, having different platforms with different strengths and weaknesses may be the best strategy going forward. wanna_bmw