Advanced Micro Devices Inc (AMD)

[SemiconEng]

I honestly think that when Intel can build Itanium processors + chipsets for a total cost of < $100, they will push hard to replace IA32. IMO, this will be in less than 3 years.
The investment in 12" fabs and tools that Intel made was foolish if they aren't plan to be making mostly IA64 within 4 years.
Petz


Maybe they will someday. I think business will get to 64 bit before Home use. Most likely it will be a combination of cost reduction on IA-64 and demand. 3 years sounds about right, probably less. By then intel will have several fabs on 300mm. I can't recall how many are already in operation, and how many announced. Fab11x in New Mexico, Fab D1c (D1D?) in Oregon, IFO in Ireland, and the recently announced conversion of Fab12 in Arizona come to mind. Seems like intel has to do something with that capacity.

Semi