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

To: Petz who wrote (103089)	10/17/2003 3:19:24 AM
From: mozek	Read Replies (1) \| Respond to of 275872

by 2005 this may be perceived by the market as too little, too late. That's one reason I still believe in AMD, but there are many factors that could tip the scales in a scenario like that. For example, Microsoft could slip until fall '04 with a high-volume 64-bit supporting OS. If Intel came out with their solution and it worked on Win32 w/64 bit extensions sampling by late '04 and shipping in volume by early '05, they will at least be in the game. How much software will be ported over to AMD64 by then? Media infrastructure and all codecs? Will there be compatibility problems with Win64? Will there be a great .NET implementation, including client side support? (BTW, this is a potentially big advantage for AMD in perf of JIT-compiled .NET code) Will there be a Media Center Edition, which is now being pushed as Microsoft's premier consumer Windows version? What if Intel's 64 bit extensions could benefit these scenarios and they were not all available for Win64? I'm not saying I believe that to be the case, but it would not shock me if Windows 64-bit is missing a lot of the benefits and variations we see in Win32 until Longhorn. Generally, I think there's still much left to play out, and it will be interesting to see it happen. I predict that AMD is not out of the woods yet relative to Intel's response strategy, but based on my investment, I hope otherwise. And of course, it's already good that it's a response strategy. Mike