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To: niceguy767 who wrote (118298)	4/4/2004 5:04:16 PM
From: greg s	Read Replies (3) \| Respond to of 275872

re: 2. With respect to your overview, Company A has decided to break from the past and produce "automobiles" (i.e 32/64-bit product) while Company B remains content in producing "horse drawn buggies",(i.e. 32-bit-only product) because it has always been the safe thing to do Wrong. Company A decided to produce autos before Company C (Microsoft) had tires on the market, forcing the majority of purchasers of autos from Company A to run on the rims. Meanwhile, Company B made preparations to introduce their autos with tires, concurrent with the release of same from Company C. Then Company B decided, "what the heck, with all the hoopla over these consumers running their autos from Company A on the rims, we may as well go ahead and release our autos with tireless rims. If these people are crazy enough to run without tires, we may as well make a few bucks off them before they kill themselves." .... Hey, it's your silly analogy!

To: niceguy767 who wrote (118298)	4/4/2004 6:01:44 PM
From: Elmer Phud	Read Replies (2) \| Respond to of 275872

NG - Thought you'd left SI for good to take up permanent residence in your new home was now ihub? Same old outcome evoked by you over at ihub? I am a member in good standing on iHUB. The problem is extreme censorship. When I had a post deleted for saying "Oops!" it was the last straw. This post would be deleted for simply saying I had a post deleted. Anyway, about your buggywhip analogy. Not even close. First off, Intel has an x86-64 bit product. In fact they have 2 64-bit product lines. The capacity is in place to produce almost limitless volumes of them, and unlike AMD, they do not have a history of manufacturing problems. So in short, both companies have already switched to the same technology. One can likely produce it at a profit while the other likely can not. In all likelyhood when competition drives the ASPs down then Intel's much lower cost production will return the Hammer to an endless sea of red ink. Maybe Flash can keep their head above water? I hope so because I am an AMD investor.