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Re: chipguy post# 46426

Wednesday, 10/27/2004 4:42:32 PM

Wednesday, October 27, 2004 4:42:32 PM

Post# of 97785
chipguy,

you guys just don't like facing the fact that when
Intel flips the switch on EM64T for its desktop chips it
will probably put far more 64 bit chips into the market
place in its first quarter of sales than AMD has in total
since day one.


More interesting angle to you should the marketplace has decided that AMD64 is a superior instruction set to Intel's EPIC in Itanium.

The evidence of this is the popularity with the customers. The volume of AMD64 processors is soaring. In it's short life, it has already surpassed Itanium, and will see unit sales of 2x to 4x that of Itanium in 2004 just in the server market. In 2005, the ratio will probably be between 10x and 100x that of Itanium. Including desktop and workstation sales, AMD64 sales will probably exceed Itanium sales by factor of 10x this year.

Any decision by customers to go with Itanium will soon be judged as a costly blunder. I guess the rule that you can't get fired for buying Intel is about to be changed.

Joe
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