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blauboad

11/13/03 12:43 PM

#17423 RE: jhalada #17411

I think it has more to do with pride

I agree; I just thought I should point out what the article seemed to say.

I think it's very significant that it's going to be called "Windows for 64 bit extended systems" and not "Windows for AMD64." No conspiracy theory needed, MSFT has a reason to encourage INTC to develop on this architecture.

If Intel goes with AMD64, expect it to be called by a more generic name except maybe in technical documents. If socket 775 is really for AMD64, it might well be that most consumers will be unaware that this is AMD technology. It would be a loss of face, but if Intel executes correctly, only the geeks would remember or care anymore than people cared that the Athlon used the EV7 bus. That said, every month that goes by without a Precott64 makes it less and less easy for Intel to pull it off.

I really hope AMD will ramp their marketing in conjunction with their production volume. I saw the little AMD64 display at Fry's last week, it looked very lonely, just empty processor boxes and some info posters. They need demo systems, 3d games set up, all that... something to generate some excitement.

On another topic, way to go Ruiz on calling the Flash shortage! I think the Street will begin to get the idea that he's not an idle boaster like Jerry was. Credibility on the Street alone will raise AMDs valuation, not to mention the seller's market in Flash. All the ingredients that propelled us to 47 are in place and then some. But no predictions here, other than up.