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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (171020)	9/12/2002 8:03:27 PM
From: NITT	Read Replies (2) \| Respond to of 186894

re:" has been seen as having an advantage over Intel's (INTC) Itanium as the Hammer has backwards-compatability with 32-bit programs" The people who write this stuff don't get it. If AMD is pinning it hopes on going after the same market the Itanium is after, then AMD and their investors can pack up and go home. AMD has to target the volume desktop and the volume server with this chip or they are toast. The challenge will come in showing a real performance advantage in the desktop for what people really do, and at the same time gain the confidence of people who decide which servers are used where (this is about performance, system reliability, availability, etc). AMDs chances in the volume server segment may require an all out Sun support plan... not sure McNealy hates Intel enough to risk this one, and if AMD does this, what does Gates choose to do? AMD has probably shot its leg of with this whole 64 bit thing. I doubt many customers and complementors are investing much in either the 32 bit or 64 bit roadmaps from AMD given the current economic condition. This actually helps Intel who does a heck of a lot of system level investment and then sells higher level building blocks to the OEMs. I'm not sure in this current market condition, Intel gets any boost out of this news, but it's unclear if any of this was built into the current AMD pricing. AMD can probably expect continued decline in ASP and market share through the first half of 2003 at a minimum. Nitt