February 20, 2003

AMD pushes 64-bit desktops, Intel unsure

Company stakes future on Hammer architecture

SAN JOSE, CALIF. -- Developers, analysts and the media have descended this week upon sunny San Jose, Calif., for Intel's biannual review of its products and partnerships. And Advanced Micro Devices (AMD) is here as well, demonstrating some of its long-awaited 64-bit products and outlining its mobile strategy at briefings down the street from the San Jose Convention Center, site of the Intel Developer Forum.

Intel competitor AMD is giving demonstrations and briefings to reporters and analysts in suites at San Jose's Fairmont Hotel. AMD is showing working computers with its Athlon64 desktop chip, Opteron server chip and Athlon64-M notebook chip, all based on the x86-64 architecture known as Hammer. It built all of the PCs in its own labs, and also assembled the four-way Opteron server.

The Sunnyvale, Calif.-based company has demonstrated the Opteron and Athlon64 at other industry gatherings such as Linuxworld and Comdex, but this week marks the first public demonstration of the Athlon64-M, which will now be launched in September along with the desktop Athlon64, said Linda Kohout, mobile brand manager for AMD's consumer products group.

AMD is convinced that 64-bit computing is ready for the consumer and is staking much of its future on its Hammer architecture, which adds 64-bit extensions to the venerable x86 instruction set. So far, only enterprise customers run 64-bit server chips based on the RISC (reduced instruction set computing) architecture from companies like Sun Microsystems or IBM, or the EPIC (explicitly parallel instruction computing) instruction set used by Intel's Itanium 2 processor.

However, consumers will only be able to take advantage of a 64-bit processor's ability to address large amounts of memory if 64-bit operating systems and applications are available. The lateness of Microsoft's x86-64 version of Windows XP is one of the reasons AMD has delayed the Athlon64 launch.

Athlon64 will provide performance benefits over AMD's current performance leader, the Athlon XP 3000+ processor, for 32-bit applications and operating systems, Kohout said. But AMD has spent quite a bit of time and money promoting the idea of 64-bit desktop computing and its competition isn't convinced a need for that technology currently exists on the desktop.

Due to the lack of applications and operating systems, both Intel senior fellow Justin Rattner and vice president and general manager Bill Siu of Intel's desktop platforms group expressed doubts in separate interviews this week that 64-bit computing is ready for the masses.

Rattner predicted that desktop 64-bit computing won't become relevant until the end of the decade, outside of a few specialized workstations. Once it does arrive, Intel will have some type of product available for that market, but it isn't saying what direction it is taking to get there, Siu said.

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