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

To: minnow68 who wrote (105768)	11/13/2003 11:37:40 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"Maybe Intel even has enough additional billions to blow to make the Itanic boat float" Intel's press releases on the "success" of iTanium are nothing short of pathetic to us geeks. I'm not sure if analysts are buying it either. RE:"Intel just dropped IA-64 and went with AMD's 64 bit instruction set" Best thing for AMD is for Intel to keep their IA-64 hopes alive for a while longer but something tells me that Intel will never adopt AMD64 unless it's named something else and and of course the OS is not called AMD64 Windows but something like "Windows XP with 64 bit extensions". Then Intel will attack the marketing by claiming to have 64 bit extensions in a future chip..or something like that. That's the only way I see Intel saving face if they decide to go x86-64 and put iTanium on the back burner. JMHO Jim

To: minnow68 who wrote (105768)	11/14/2003 12:25:26 AM
From: eplace	Read Replies (1) \| Respond to of 275872

Mike...Great to see you back. I hadn't noticed you posting in awhile. Do you have a big position in AMD right now? Ed Edit: I just checked and you posted once in Sept. and then before that in Feb. What's going on with you?

To: minnow68 who wrote (105768)	11/14/2003 1:40:11 AM
From: DRBES	Respond to of 275872

I do not at all disagree with your assessment of itaniC. Clearly inteL does, else why would it keep pumping money into the effort. It is inteL that is tantalized not you or I.

To: minnow68 who wrote (105768)	11/14/2003 8:34:46 AM
From: combjelly	Respond to of 275872

"I would think the sane thing to do is admit defeat and move on to a classic architecture." They are probably planning to do that. Considering their widely announced intentions of merging the IP from EV8 into Itanium, including SMT, they are probably going to come up with a something more like a EV8 that runs the IA-64 instruction set. Why do I say this? There is almost nothing in common between, say Madison and EV8, except for transistors. Ok, that exaggerates the situation, but not by much. The statement about putting SMT on Itanium is the most telling, there just isn't any way to do that. The whole idea behind Itanium is to have the compiler take care of those details. In addition, SMT pretty much implies out of order execution, another one of those details that the compiler is supposed to handle. So, at some point, you don't have EPIC any more, you have a RISC with an EPIC instruction set...