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

To: xun who wrote (103789)	10/27/2003 3:02:28 PM
From: xun	Read Replies (2) \| Respond to of 275872

A Crack in the Great Wall? tech.sina.com.cn AMD just signed the Shenzhou Digital at its China distributor. Shenzhou is one of the largest CPU distributor in China. It has a strategic relationship with the Great Wall Computer, which is INTC's first strategic partner in China. Before this deal, AMD was at a great disadvantage in China because it had few large PC makers or CPU distributors as its partners. Some people are curious as how this AMD-Shenzhou-Great Wall relationships evovle. It would be a huge win if AMD can land a design win from the Great Wall Computer. As a side note, Shenzhou Digital was just voted the 1st among the 100 largest eGovernment IT companies in China. tech.sina.com.cn

To: xun who wrote (103789)	10/27/2003 5:15:20 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Panic, My understanding, and I am no software guy, is that once the basic code is 64-bit clean, it is fairly straight forward to support a new ISA - especially if it is extension of something like x86-32. Intel probably has more software guys than entire AMD x86 team. Add to that the $$$$ Intel can throw at a problem and my guesstimate is that it will take Intel no more than 6-12 months to squeeze in support for their desktop 64-bit platform. Now that Barrett and other Intel executives are starting to imply they are working on a desktop 64-bit platform, there shouldn't be any doubts about Intel's plans about the subject. Chuck