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

To: Paul Engel who wrote (159627)	2/21/2002 11:37:16 PM
From: SilentZ	Read Replies (1) \| Respond to of 186894

>McGrath VALIDATED Intel's ITanium approach - didn't he !! But, he didn't, really... At least I don't think so... He said that if he "had a choice" (which I take to mean "ideally"), he would have wanted to build such an architecture. I'd be inclined to think that most programmers would want to get away from x86. However, this is not an ideal world, and most people's computers are x86 based. I personally want any next generation processor I buy to support my old software. I think that 99+% of the computer-using population (not including the Appleheads) agree with that, and those people must be catered to. AMD's traditional customer base has been these sorts of people- they've never had any success (or any attempt) in the markets that RISC and IA-64 target. AMD cannot afford to try to enter into the higher margin markets while leaving that traditional bread and butter behind. That's why McGrath doesn't have a choice. Intel, on the other hand, can try both. They have the money and the reputation to do so. I think that IA-64 will succeed for high-end database servers and such- it'll replace Alpha and PA-RISC, and likely Sun. I can't see AMD getting there with Hammer, but maybe later. On the same note, I don't think IA-64 will ever see the light of day on the desktop, but it doesn't have to, really. When IA-64 was originally conceived, few thought that x86 could continue to keep up with RISC, but it has, and there's really no compelling reason for desktops/notebooks to use anything else. I'm personally much more excited about Yamhill/Hammer than about Itanium, but that's because I personally can get more use out of x86 than IA-64. Enough yam(hill)mering :) -Z