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

To: pgerassi who wrote (76054)	4/1/2002 11:42:44 AM
From: Win Smith	Respond to of 275872

Windsock's selection from Mike's viewer mail article 213.219.40.69 was, shall we say, quite self-servingly selective. On the particular point of Mark Pells' email that I agree with Jerry Pournelle at Byte (reference this article: byte.com ) where he states “the AMD Athlon and Duron, although excellent processors, have been hampered by their dependence on mediocre third-party chipsets from VIA and others.” This isn't particularly applicable to Hammer. Because of the integrated memory controller and cHT links, the dependency on "mediocre third party chipsets" is much less. The critical functionality for an MP system is all AMD's, for better or worse. The next letter was better, though: And, Itaniums are not very useful, because 1) there isn't enough Itanium-native software to complete with the other RISC platforms which are well established, and 2) Itanium doesn't run x86 stuff very well at all, since it's only using emulation, so it's no replacement for a Xeon-based system where performance matters (and since when did performance in a server or workstation not matter; that's kind of the point, isn't it). IMHO, this truly makes Itanium a bastard child. Hammer, on the other hand, solves both problems: it runs legacy code at full speed, and provides a migration path to 64-bits when needed. Also, the 4GB barrier is going to be approached much quicker in server/workstation space than in consumer desktop space, since these systems demand more RAM (many 64-bit servers already routinely use way more than 4GB of RAM), but within a few years the barrier will apply to all levels of computing if the memory growth trend continues. Next there's some guy who considers Paul DeMone the world authority, which is also quite amusing. I thought the viewer mail on the Aberdeen report was much more entertaining, especially the references to previous flackery Aberdeen had put on on Intel's dime. This one in particular: Hi Mike, I thought you might find this interesting. Notice the date it was written. Regardless of what Aberdeen says, it's pretty obvious where/who they get their directions from. Intel is already a market leader, Aberdeen says (Tech Web news). content.techweb.com Now, that's quick market penetration. The Itanium 64-bit architecture from Intel Corp. (stock: INTC) has yet to be formally launched in volume, but already one analyst group is projecting it to dominate the market. The Aberdeen Group, Boston, projects the chip and its successors to control 42 percent of all server revenue by 2005. Aberdeen analyst Gordon Haff predicts systems based on the Itanium architecture will be broadly deployed starting in the first half of 2002 and will span a wide range of operating systems and application environments. Here's a little more. aberdeen.com Aberdeen's White paper on "Who benefits from early Itanium adoption" is Google cached here. google.com And this, another white paper that is almost hilarious. The link is to a 21 page PDF. here. developer.intel.ru It seems as though Aberdeen is a sophisticated press release research firm. Bill S. Uh, "sophisticated" if you like the style of the local Intel FUD operation, anyway. De Gustibus and all that.