Advanced Micro Devices Inc (AMD)

[jhalada]

yb,

I don't really see any market for Itanium. Maybe 1% niche. There may be a market for IA64 instruction set, if it is tagged on to a processor that has a competitive 32 bit performance. It may very well be possible at 90 nm or 65 nm.

BTW, these kind of processor (P4 + IA64, or P4 + x86-64) are much bigger threat to AMD than Intanium, IMO.

As far as power consumption, I think it is becoming such an important issue that the CPU designers are forced to leave some performance on the table in order to stay within acceptable power consumption envelope.

Joe