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

To: Monica Detwiler who wrote (159983)	2/24/2002 3:58:16 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Existing x86 code runs just fine on Intel x86 servers - no need to rewrite anything - the same code that will run on AMD's Hammer in 32 bit mode. And runs at the speed of what, a Pentium 100 on Itanium? Meanwhile, the installed code base of 32-bit X86 code will run faster on Hammer than either Athlon or Xeon. And Hammer supports 64-bit applications for those few, rare cases where 64-bit code makes sense. AMD asks only that you update the handful of apps that can benefit from 64-bit registers and addressing, Intel makes you re-write every single utility and dll - or limit yourself to 32-bit processors that never, can't ever run 64-bit code. And you're being a little too quick to dismiss P4's problems, as well. You guys keep dismissing "older" benchmarks like Sysmark99, but apps written even today use many of the same compilers and libraries that are in such benchmarks. P4 does somewhat better on Sysmark2001 with special dll's and patches that support the fussy P4 architecture. Athlon does well on almost all code, whether it's been "tuned" to support it or not. P4 is mediocre on most code that hasn't been tuned for it - and 99.9% hasn't been, most definitely including in-house custom applications.

To: Monica Detwiler who wrote (159983)	2/24/2002 4:21:34 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: Tell the truth, Dan3 - if you can even recognize the truth anymore You're getting nastier and nastier, getting scared? Intel is presently valued at 50 times AMD in the market. It has about 5 time the market share and 10 times the sales of AMD. But AMD has a great looking roadmap for the next few years, while Intel is presently running off the efforts of 6 years of P4 development efforts and 8 years of Itanic development efforts - Intel has banias, aimed at the low end and notebooks, but nothing else really new to come for a long time. AMD has a 64-bit performance compatible desktop processor sampling now (or very soon), a .13 process about to be released, an SOI process for the end of the year, and strong entries for the "corporate" lightweight notebook, SFF PC, workstation, and server markets for the first time ever. That 50 times valuation has got to be looking more than a little toppy about now, eh?