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

To: rudedog who wrote (103351)	10/20/2003 10:34:10 PM
From: Jim McMannis	Respond to of 275872

My concern is some kind of Prescott 64 bit extension PR FUD by Intel and them being compatible with windows x86-64 operating system...then Intel invents some benchmarks (amybe a couple famous game apps) to showcase this and AMD is back to square one despite having a "real 64 bit" chip. OK, maybe I'm wrong but I'm still skeptical.

To: rudedog who wrote (103351)	10/21/2003 2:15:34 AM
From: mozek	Read Replies (1) \| Respond to of 275872

Hi Rudedog, "but I don't see that they have either a carrot or a stick with Microsoft" I think Intel always has at least a stick. They've never really put their true weight behind Linux, and I think Microsoft's occasional cow-tow keeps that from happening. It's actually disappointing that there's not more available both in hardware and software for AMD64. I now have my own small business, which fully expects to require significant server resources in the future. Today, we're running our server software on a Dell PowerEdge that I bought some time ago, while I was still at Microsoft. I'm now quite serious about buying Opteron servers, but unfortunately, there isn't enough choice out there for me to feel good about doing so. It seems I either get to choose rack mount, limited storage, IBM eServer 325s, Newisys, or build-it myself. That actually sucks because if I want a Xeon-based solution, I have countless options with just about any configuration I can imagine. As far as building it myself, I'd feel fine doing that for a workstation, but the Dell has operated flawlessly since I bought it, has hot-swap everything, and I have never had a workstation that was close to as reliable as the server has been so far. At this point, I'm going to put off a purchase until I can get more choices, and I suspect I'm not the only one in this boat. The problem from a stock perspective is that if others are in the same situation, I suspect they would also be potentially swayed by a well-marketed half-solution should Intel release one. Thanks, Mike