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

To: Gopher Broke who wrote (68943)	1/25/2002 8:27:05 PM
From: niceguy767	Respond to of 275872

GopherBroke: "What surprises me is that people feel threatened by this development." That is all that remains that separates AMD from a heady revaluation...Look for the AMD snowball effect on price once the investment community twigs to notion that INTC has no more quivers for its bow... "It was inevitable that Intel would have to develop something new as an answer to Hammer. Itanium was never going to fill that position and P4 is hampered by its design flaws. Yet Intel kept on hoping/dreaming and left it really, really late to switch horses. They are not going to cede the entire market without putting up some resistance, but they may have left it too late already." INTC's star is waning, AMD's star is waxing...

To: Gopher Broke who wrote (68943)	1/25/2002 11:43:52 PM
From: Joe NYC	Respond to of 275872

Gopher Broke, As for pursuing a non-x86-64 compatible solution, I doubt that they would go that route. If they are a couple of years behind AMD, it would be a disaster to face resistance to a non-compatible solution and then have to start work on a compatible version. Perhaps they are learning that such arrogance may not be the best policy? Imagine this proposition that Intel would have to make to Microsoft: "We are building this secret CPU with a new, incompatible instruction set. We hope we will never be forced to actually sell any CPUs with this instruction set. But can you write an OS, just in case we change our minds and release this CPU after all?" Joe