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

To: wanna_bmw who wrote (73727)	3/6/2002 2:18:09 PM
From: Joe NYC	Respond to of 275872

wbmw, AMD is not ahead in this area. They currently have zero software support, and one (conceivably two) OS support. x86-64 is either way ahead of Yamhill, or at exactly the same point (if Yamhill is compatible with AMD's x86-64) Thank you. But as a side note, there are several cores already in the design phase for IA-64. Madison and Deerfield are due out next year on a more refined .13u process, and Montecito is already planned for 2004 on a .09u process. When you also consider McKinley, that's four products on three different process generations in three years. That's a hell of a design team for a core with a Plan B. I don't think anybody is questioning the amount of money and resources that Intel is throwing at Itanium, and inevitably, some more products will make it out of the pipeline. But as you know, just throwing a party does not mean that people will show up. Adding champaign and caviar to the party that nobody wanted to attend to in the first place may not change the situation much. Joe