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: Jim McMannis who wrote (103831)	10/28/2003 1:52:47 AM
From: milo_morai	Read Replies (1) \| Respond to of 275872

Eweek disagrees with you. eweek.com clip Microsoft therefore introduced Windows NT as a multiplatform operating system, initially planning support for the more modern designs of the MIPS, PowerPC and Alpha processor families as well as x86. Work on NT/MIPS ended, though, in 1996, and on NT/PowerPC in 1997; Microsoft and Compaq jointly killed NT/Alpha at the end of 1999. Windows 2000 marked Microsoft's return to x86-centric development, and Microsoft's heart remains with that architecture. When shipments of AMD's Opteron and Athlon 64 processors overtake the installed base of Intel's Itanium units around the end of this year, the 2-year-old Windows/Itanium will find its best days already behind it.

To: Jim McMannis who wrote (103831)	10/28/2003 2:07:36 AM
From: TGPTNDR	Read Replies (2) \| Respond to of 275872

Jim, Re: <Without big help from Microsoft, AMD will not pull it off. IMHO > You're looking at it from the wrong direction. Iff the Opteron servers are as good as they seem to be they'll quickly take 40% of the X86 server market. Please note that over 50% of the web server market is now running Linux/Apache. That's a market where INTC makes much of it's BUCKS and one where MS can't continue to lose market share. IFF Opteron is as good as it seems to be MS is going to have to support as soon as production numbers get big. Don't matter what INTC likes at that point. -tgp