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dougSF30

01/30/04 11:27 PM

#24999 RE: DARBES #24997

Another balanced article from Ed... NOT.

http://www.overclockers.com/tips00512/

This guy is seriously deluded. Here's the best part, with my commentary:

------------------

"I Made The Gun That Shot Me"

[ As opposed to copying the gun that shot me, a la the old AMD? ]

Should Intel decide to say, "Me too," there will be those who will claim that this will be some great victory for AMD.


[ Yes. That would be the truth. ]

Frankly, that's the argument of a loser. It's like Saddam Hussein saying, "Look at what I did, I made the Americans invade me twice!" That's hardly a victory chant, at least not to sane people.

[ Yes, Ed. That's just what it's like. AMD forcing Intel to adopt AMD64 is like being invaded by Americans. ]

It doesn't kill Itanium (which finally began to sell last quarter). Itanium will continue to grow and develop on the high end, and once the fabrication processes allow it to fit the desktop, Intel will probably introduce it on the desktop three or so years from now. We'll see what happens then.


[ Could I please have some of whatever you're smoking, Ed? Intel stock certificates, maybe? ]

What Intel's introduction of x86-64 will do is kneecap any prospects of AMD breaking out of its second-class citizenship by removing the main potential reason for the bulk of Intel users to shift.

[ And if AMD had not developed AMD64, that would've done what for its prospects? And if Intel had made IA-64 succeed, or an incompatible 64b x86, then what would happen to AMD? Right, so you expected Intel to stick with Itanium as it failed. Good analysis.

To say nothing of the fact that Intel validating AMD64 gives *everyone* the security that this ISA is going to be around for quite some time to come, even if Intel won't deliver until 2005. ]

This doesn't mean AMD is going to die; it just precludes the possibility of great success.

[ Ed, you're spinning harder than Joe Lieberman's campaign manager. It rather ensures AMD's success. ]


A moral victory doesn't mean much when the morally defeated ends up with the bulk of the sales. It's sort of like the Howard Dean advocates saying that their opponents stole their candidate's message. It's largely true, and entirely irrelevant. Neither the voting booth nor cash register counts moral wins.


[ Let us know when you re-enter Earth orbit. ]

-------------

Doug


p.s. I'm really leaning toward the Intel-investment theory of Ed's behavior... maybe he bought Intel calls or something. There's a bit of desperation in this spin... it's so far removed from the truth that there must be something serious motivating it.