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

To: Pravin Kamdar who wrote (85724)	7/24/2002 4:21:03 PM
From: wanna_bmw	Respond to of 275872

Pravin, Re: "If IBM's DB2 engineers like Opteron's performance, they had to have been comparing it to something. It's also safe to assume that those same engineers had access to the fastest Itanium 2 prototypes (perhaps those based on IBM's EXA chipset). If I had to take a wild guess, Opteron might very well be doing some slam dunks against IA-64 behind closed doors. Whether that's the case or not remains to be seen." If that's the case, then I see no reason why Opteron wouldn't be the next preferred server processor for all segments. If performance is truly that stellar, then Intel is years behind with IA-32, and the porting effort for IA-64 will not be compelling enough to take them any farther. As long as AMD could move products out the door, I would recommend they change their whole business to shipping nothing but high end processors, with much better margins, and volumes within their manufacturing capabilities. But in my personal opinion, I don't see how performance can be that high. David Berlind is likely being fed marketing propaganda from the Hammer Hype Engine. wbmw