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

To: hmaly who wrote (78630)	4/28/2002 3:50:11 AM
From: wanna_bmw	Respond to of 275872

hmaly, Re: "Intels execution has been poor in the design so far or Itanium." You're still only considering Merced. Let's see what McKinley offers, first. Preliminary evidence points to it being a huge improvement. Then again, maybe I'm wrong. Re: "The only justification for going with IA-64 now seems to be it supposed cost advantage" The cost advantage is relative to current offerings in the high end enterprise market. And yes, I expect Itanium to blow the rest away in terms of price/performance. Don't confuse that with my earlier point against it being a cost effective desktop chip. That's a totally different subject. Re: "with the rumors of Yamhill, no one wants to buy a architecture even Intel doesn't seem to have faith in anymore" Yamhill has nothing to do with Itanium. Yes, it's 64-bits, but it still doesn't address the needs of the high end enterprise market. It might make a good desktop chip several years in the future, when the market is ready to migrate to 64-bits, though. wbmw