Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

Dec 5 9:30 AM EST

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To: Tony Viola who wrote (102780)	4/21/2000 12:14:00 PM
From: rudedog	of 186894

Tony - I have also questioned the wisdom of these mainframe-like systems designs. My suspicion is that the big iron advocates in these companies were looking for a proving ground to see if any of that technology could give them an edge. There is a slight market window for them, since the big volume based designs appear to be targeted at McKinley, not Merced. And there is an opportunity to get the long development cycles started with the major ISPs - since the development of big software platforms can take 18 to 24 months, it is important to get real systems in the hands of those developers well ahead of volume products. I suspect that is why Compaq decided to OEM the Unisys box, rather than any significant customer demand. Intel may also be aiding and abetting that effort, for the same reason. Getting the advantages out of EPIC is no small challenge, and without big platforms, the enabling applications would be arriving in the market in 2003 rather than 2001. I would imagine that Intel would go out of its way to advance the state of the art around EPIC, even if the sales opportunities near term are marginal.

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