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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (177064)	2/17/2004 2:17:30 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 186894

I used to be gung ho on AMD vs. Intel wrt this 64 bit solution... I still think Opteron has the edge with the Linux and software community, but there is a larger problem with both stocks INTC and AMD, and that is the capex business cycle. Consumer industries never had the same pricing power as capex so I doubt intel maintains its 7x sales multiple as a consumer play, personally. I doubt this 64 bit annouce from intel does much for either company- AMD flat today, both stocks in the same old trading range.

To: Road Walker who wrote (177064)	2/20/2004 5:20:28 PM
From: rudedog	Respond to of 186894

John - this announcement was a foregone conclusion as soon as AMD got any traction with Opteron, and surely AMD knew that as well as anyone. If there is weeping it is in Cupertino where the HP Itanium team is probably wondering what to do next. Intel will not have a win unless their processor is at least in the ballpark for performance and heat dissipation, and the extended Xeon will certainly not win either category in first or second release. So AMD has some running room. Also, this is a huge boost to the AMD architecture, since developers can now count on AMD's 64 bit extensions to be the standard.