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To: Joe NYC who wrote (97246)	6/12/2003 7:28:18 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Jozef: "and memory prices will come down enough so that you can afford 64-bit on your desktop." If there was ever a statement that differentiates AMD vs. INTC philosophy, this is it...AMD already has intro'd 64-bit as a consumer freebie with its Opteron, whereas INTC is waiting for memory prices to make 64-bit computing affordable!!! Can Otellini, rumoured as INTC's next CEO, be that daft with respect to what is currently happening in the technology marketplace???

To: Joe NYC who wrote (97246)	6/12/2003 7:31:43 PM
From: DRBES	Read Replies (1) \| Respond to of 275872

re: "Interview with Otellini" Sounds like a good plan to me. I like this plan. I am all for it. Somebody please make sure that he sticks to it. Regards, DARBES

To: Joe NYC who wrote (97246)	6/12/2003 8:39:07 PM
From: Petz	Read Replies (5) \| Respond to of 275872

The question is, Is Otellini's denial 1) a smokescreen to hide a low-cost future Itanium 2) a smokescreen to hide a low-cost IA-64, a.k.a. Yamhill 3) shortsightedness I think (2), is less and less likely. He really believes that 64-bits will be a niche market for at least 2 years, but not the 7 years they are claiming. Since it will only be used by workstations, they can sell $500 Itaniums to DELL in a year. Three years from now, they will be able to make $100 Itaniums, so they want to hold off Joe Business and Joe Consumer until then. Very shortsighted, since 64-bits is going to catch on. Apple going 64-bits, even without AMD, makes that even more likely. Interviews like this one are an attempt to "jawbone" the majority of the market to stay at 32-bits for the next 3 years, until they can get to 65 nm or less. There is no reason on earth Intel needs as much capacity as they have unless they are planning for Itanium to take over the majority of the PC market within 3 years. So I don't think Intel will ever make an AMD-64 clone or some other 64-bit extension of IA-32. Their strategy is to soft-pedal 64-bits until Itanium can be made cheap enough to take over the desktop. Comments? Petz