Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: wanna_bmw who wrote (78388)	4/29/2002 12:18:48 AM
From: ptanner	Read Replies (1) \| Respond to of 275872

wbmw, re: Itanium and Opteron markets Sorry for the slow response. I am catching up this evening. You wrote that you saw Itanium and Operton being in two different markets distinguished primarily from the vendor level. I see the Itanium as operating primarily in the RISC (high-end) market where custom software would be more likely. I see the Opteron primarily in the Xeon (low-end) market but with some potential for higher-end implementations provided there is vendor support and the architecture demonstrates high scalability and cost-effectiveness. This must be shown at the system level and here the ability of the vendor to provide a complete solution will be important. The transition to Operon systems should have much lower software issues and be more applicable to a broader market. On the other hand, Itanium offers the potential to leave behind many of the limitations of the x86 architecture... but I lack the background to evaluate the pros/cons of the architecture. On the hardware side the Itanium seems to be making rapid progress with several design generations in flight and a strong roadmap commitment from Intel. Of course, this is all just my uninformed opinion. -PT