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

To: fyodor_ who wrote (66059)	12/20/2001 8:10:31 PM
From: pgerassi	Read Replies (3) \| Respond to of 275872

Dear Fyo: If Hammer sells more than 1 million CPUs, IA-64 is dead, plain and simple. All large IA-64 servers could be replaced far more cheaply by clustered Hammer servers. They have not enough performance against even Athlon MPs and Xeons, much less Hammers. Why do you think that IA-64 has sold only hundreds thus far? Its because their performance doesn't justify the price Intel needs to make any money. Pete PS: I think that far less Hammer CPU sales would kill IA-64, either Itanium or McKinley.