Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (140123)	7/26/2001 3:20:59 AM
From: Saturn V	of 186894

Ref < Intel will have to drive this by decreasing the die size of ITanium - 3'rd and 4'th generation off-shoots - and selling them with support circuits/motherboards for "reasonable" prices > The cost of Itanium is surely headed downward. I believe McKinley has an integrated cache a la Coppermine. Thus the expensive cartridge will be history. Process shrinks will in due time reduce the silicon cost as well. Thus the cost differential between the IA-64 and IA-32 will drop. The lower cost will give Intel greater flexibility in pricing and positioning the IA-64. The key issue will be what new unique 64bit mass applications become viable if the pricing differential between the IA-32 and IA-64 drops ?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next