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

To: TGPTNDR who wrote (81196)	5/31/2002 3:53:12 PM
From: Joe NYC	Respond to of 275872

TGPTNDR, To me it seems clear that within a couple of years 64-bit will OWN the desktop & small server markets. And I doubt that Itanic could get there that fast for a right price. I don't think Intel planned it 5 years ago, so I don't think they can do it now.(But maybe they can. God knows they've built the FABs for it.) My guess is that Intel has planned on the desktop moving to IA-64. But IA-64 turned out to be such a disappointment performance-wise, that Intel was forced to add huge caches, design costly chipset and memory subsystems to hide the performance failure of the design. But the cost of all these "improvements" made it un-competitive with the x86 market. Intel is seeking refuge for Itanium in the high cost boutique CPU field (but this field is quickly shrinking - oh oh). Joe