Thursday, July 10, 2003 10:27:26 AM
Look, I've already told you to what respect my qualifications were aimed. A 64-bit x86 architecture would have been embraced easier by the mainstream markets and would have prevented AMD from making inroads with their own. Thus, it would have been better for Intel financially and competitively in the short and medium term. However, I think IPF is a better *long term* move, since it resolves many of the issues with x86, has far more performance at the same manufacturing process, and unlocks new markets for Intel that were previously owned by big iron RISC players. There is no contradiction in what I have said.
Re: so what should AMDs strategy be vis a vis 64 bits, since you don't like their x86-64 strategy?
Actually, I have said before that AMD's strategy is an obvious one for them right now, but also very high risk. I never said that success is impossible, but I find it highly unlikely that x86-64 will destroy the industry's support for IPF.
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