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To: Ernest_at_the_Beach
for the non geeks, a Cliff-notes version would be helpful.

So is does this mean a bad year for Intel, AMD, and MU?

6 posted on 11/29/2004 1:51:40 PM PST by the invisib1e hand (if a man lives long enough, he gets to see the same thing over and over.)
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To: the invisib1e hand
[cliff notes] Pretty soon consumers will be able to purchase ONE box that will be
a television/entertainment center + a computer + security system + microwave oven + communication system that will run some form of Windows.
It will cost in the neighborhood of six figures and it will *still* crash into the blue screen of death. [/cliff notes]
9 posted on 11/29/2004 2:09:02 PM PST by red-dawg
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To: the invisib1e hand

> for the non geeks, a Cliff-notes version would be helpful.

Sounds like an economy version of the failing Intel Itanium
processor (low-level parallelism). Won't replace x86 PCs for
the same reason (requires a software port). Even Intel had
to adopt AMD's 64-bit extensions to x86/IA-32.

> So is does this mean a bad year for Intel, AMD, and MU?

Intel is already facing a bad year (two years, actually),
because they are so far behind AMD. This introduction may
further nick Intel if it displaces IA-32 chips in game
consoles. I see no effect on AMD.

And AMD64 chips, which ARE "consumer chips", can address
40TB of physical RAM, which is about 80x what PCs ship
with today.


10 posted on 11/29/2004 2:21:32 PM PST by Boundless
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