Advanced Micro Devices Inc (AMD)

[chipguy]

The bigger issue of whether customers are interested in 64-
bit computing simply because it’s 64-bit remains tough for
AMD to address. We don’t think that 64-bit computing
becomes a significant differentiator on the desktop until
Microsoft ships the Longhorn version of Windows in late
2005 or early 2006. Until then we believe that the
Athlon64 will compete with Intel on the basis of its merits
as a 32-bit processor, nothing more.

Sobering words of wisdom that more than a few individuals
on this board should pay attention to.