Advanced Micro Devices Inc (AMD)

[yourbankruptcy]

wbmw, I will side with you. The rate memory requirements grow will not change in the next few years. There is no need of 4 Gb at desktop until 2005 or 2006. But I beleive that software developers must get the hardware in volume at least 1 year before that. Which means Microsoft must get the hardware at least 1.5 years before this 1 year. So Intel must give first hardware to Microsoft this year. And I don't mean 5 manually assembled prototypes. I mean at least a hundred of functional developer's computers. Obviously, this is not going to happen.

Look at AMD, they gave first Opteron servers to MS this year. The first release will come in 2005, not counting beta patches.