Will Intel Kill x86-64 By Supporting It?@ 2004/07/09
Once Intel introduces an AMD64 design the entire dynamic changes. Now there are two companies to talk about, multiple solutions to consider, and, most importantly, multiple marketing campaigns. If AMD has the only product in an area, IBM’s advertising highlighting that product will highlight AMD. But if Intel also has a product in that area, whose product is IBM more likely to feature?
The simple fact that Intel has an EM64T solution denies AMD the advantage of claiming it as uniquely their own. Combine that with Santa Clara’s deep advertising pockets and Opteron advertising could be out in the cold in favor of Xeon 64 in no time.