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

To: wanna_bmw who wrote (85589)	7/23/2002 11:11:08 AM
From: jjayxxxx	Read Replies (1) \| Respond to of 275872

Editorial from eWeek. http://www.eweek.com/article2/0,3959,392915,00.asp July 22, 2002 Itanium 2, Users 0 The product a company offers does not necessarily define its customers' need. Railroads are the canonical example. As new technologies entered the market, trucking and air freight companies ate the railroads' lunch as railroads discovered—surprise!—they were in the transportation, not the railroad, business. Intel's Itanium 2 is headed down the same dead-end track, and Dell has decided to jump off now. Corporate buyers might do well to follow Dell's example. We can understand Intel's logic. In the two decades past, people clamored for mass-market servers based on commodity PC technologies. Why not move those same economies to the enterprise sector with a new 64-bit design? If the only way to make it fast and make it cheap was to throw complexity problems over the wall to the writers of compilers and operating systems, what of it? If it's good for Intel, it must be good for the industry. Right? But while Intel was taking much too long to bring the Itanium to market, customers were finding other ways to achieve the goal of cost-effective and easily managed capacity. Virtual servers, carved on demand out of bulk-priced mainframe server cycles, combined with a new generation of network-based tools to provide the convenience of departmental servers without the nuisance of widely dispersed boxes tucked under too many desks. IBM and Sun are already shipping 64-bit machines to address the genuine enterprise requirements of enormous databases; AMD is on the verge of delivering on its promise of a smooth 64-bit migration path for the 32-bit x86 code that will still be with us and still be in need of continued price/performance improvement, for years to come. Unfortunately, Hewlett-Packard and Compaq cannot be included among the 64-bit system vendors above, since those now-merging companies plan to move their users of PA-RISC and Alpha—good architectures both—to Itanium. That loss of diversity was, and is, one of our concerns about that merger. Intel must demonstrate to the IT community that its new chip, with new operating systems and new compilers taking on new challenges of compile-time concurrency analysis, is a solution to any problems other than Intel's own.

To: wanna_bmw who wrote (85589)	7/23/2002 11:17:00 AM
From: Mani1	Read Replies (1) \| Respond to of 275872

Re <<It always cracks me up that any issue brought up about AMD instantly turns into an issue about Intel. >> LOL, you have resorted to lying. Quite the opposite. You were the one saying "AMD is in the world of pain" while ignoring all the problems Intel is in. What I said was they are both in sorry shape as an investment. Re <<you continue to ignore AMD's precarious situation>> Bunk! I do not own AMD or INTC (on a long side) and have not for a long time. What cracks me up is your fanatic support for a “has been” company with deteriorating fundamentals in a mature and commodity business. Go ahead and have the last word, I am leaving for work and I am done posting for the day. Mani