Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dan3 who wrote (103115)	10/17/2003 11:24:57 AM
From: mozek	Respond to of 275872

Hi Dan, Microsoft isn't interested in losing 2 years of sales increases from the 64-bit revolution just so Intel can stay fat and happy. I think you're probably right, but I wouldn't count on any big push from Microsoft either, at least until Longhorn. IMO, Microsoft would be able to generate a lot of PC enthusiasm by using AMD64 as a catalyst, but things like volume availability and Intel could be significant barriers to that approach. If Intel does have a Win32-compatible 64-bit extension approach coming out, then a push to 64-bit from Microsoft might take a couple years to materialize. Mike