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

To: wanna_bmw who wrote (78635)	4/28/2002 11:19:54 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: I simply refuse to believe the 'Droid theory, which is that Intel merely hangs on to a IA-64 as a loser architecture, because either A) they are afraid of litigation from customer currently engrossed in development costs, or B) they don't want to lose any more face to the industry. Keep the Rambus episode in mind - remember that RDRAM was gaining them nothing and switching to DDR was as simple as letting VIA ship chipsets developed at no cost to Intel - Yet Intel still clung to Rambus as their market share slipped and their costs skyrocketed. Now consider how very much more - in money and resources - Intel has invested in the Itanium architecture. Intel has a tiger by the tail with its Itanium strategy, and as AMD moves the mainstream to 64-bit computing years ahead of Intel's expectations, Intel is going to have to find a way to let go of the tiger without getting maimed or killed.