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

To: Jim McMannis who wrote (103349)	10/20/2003 10:17:11 PM
From: rudedog	Read Replies (2) \| Respond to of 275872

Jim - you can safely bet that Intel is up to their usual tricks, but I don't see that they have either a carrot or a stick with Microsoft. I would expect MSFT to quickly offer 64 bit versions of key apps, if only to combat Linux. I would expect SQL Server first, with terminal server and Exchange not far behind. The best Intel can hope for is parity on features and release dates, which they will probably get.

To: Jim McMannis who wrote (103349)	10/20/2003 10:24:07 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 275872

Don't underestimate the globalization market, which are foreign firms supplying US and European multinationals. This is where the growth is, for the time being, and I know my (Indian) team wants AMD processors running Lindows. Only 2 people have windows and those are folks that communicate with me. Everyone else is on some sort of open source. Almost 100 people.

To: Jim McMannis who wrote (103349)	10/21/2003 12:00:43 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: Success of 64 bit computing on the desktop really depends on a Windows OS Not if you're clever enough to make your 64-bit chip the fastest 32-bit software platform available. I'm encouraged by Microsoft marketing the AMD64 versions as "Windows with 64-bit extensions" instead of AMD64. There was room for an AMD64 and an Intel64 but theres only room for one "Windows with 64-bit extensions." Microsoft apparently doesn't want to have to wait for a betamax vs. VHS battle to freeze the market for a couple of years. Intel can sell the Itanium instruction set or they can set up a cleanroom and reverse engineer AMD's instruction set - but there's apparently going to only be the two 64-bit windows platforms to choose from. The things to be concerned about either that AMD just can't make the chips (it could happen, but things are looking awfully good) or that Intel's process would suddenly gel, and they'd get to a 4ghz sweet spot by Q2 of next year - and I don't think that's going to happen (but it could). With all the security issues, competitive pressure from Linux, and the need to develop a Windows upgrade with enough new features that it sparks upgrade sales, Microsoft is going to be slow to agree to write and test yet another version of its software on top of Itanium64, Windows with 64-bit extensions, and regular 32-bit Windows. If Intel wants to clone AMDs instruction set, then spend $100's of millions of marketing dollars telling people why they need to pay higher prices for AMD64 (windows with 64-bit extensions) hardware - well that's OK!

To: Jim McMannis who wrote (103349)	10/21/2003 12:01:45 AM
From: dougSF30	Respond to of 275872

Jim, I run Windows XP at home, but I think to state that Linux availability for the desktop is a "non factor" for Athlon64/FX is going too far. Linux is getting better on the desktop, and it's really starting to threaten MS overall, IMO. I'll report on the Suse 9.0 desktop release due later this week. I just tried burning and installing the Mandrake 9.2 beta 3 for AMD64. No go, again. I understand that text-mode install may be required because the current BIOS for my MSI board doesn't allow AGP to be reduced from 8x to 4x (this according to some random post somewhere). All well and good. But even in text mode, there appear to be necessary pieces of the distribution missing from the .iso images on the mirror sites (another post mentions this issue), and there are further reports of ext3 not being stable in the kernel version that the Mandrake beta builds upon. I'm assuming the released Suse 9.0 I ordered will fare considerably better. (due to ship 10/24) If it works fine, along with the RedHat release coming about now, as well, these products will help MS hurry it up. Doug