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Saturday, 09/24/2005 7:50:26 AM

Saturday, September 24, 2005 7:50:26 AM

Post# of 97766
Barron's has a word about AMD.

http://online.barrons.com/article_search/SB112752535517550787.html?mod=search&KE YWORDS=amd&COLLECTION=barrons/archive

The new processor, dubbed Opteron, shaped up as a real threat to Intel's long-standing dominance in servers and workstations, a lush market where processors routinely command gross margins of 75%-90%. What Opteron had going for it -- that Intel's competing chip, the Itanium, did not -- was the ability to efficiently run both high-speed 64-bit software and lower-speed 32-bit software. That crucial advantage allowed customers to upgrade to 64-bit computing and still run all their old 32-bit programs as smoothly as ever.

The Itanium, it turns out, proved a colossal dud.

Their finally catching on?

:)

Jules


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