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Technology Stocks : Intel Corporation (INTC)

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3:59 PM EST

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To: THE WATSONYOUTH who wrote (142914)	9/6/2001 3:04:56 AM
From: Tenchusatsu	Read Replies (1) of 186894

TWY, <I said cost of producing a Power4 vs. what Intel charges for an Itanium.> That's a good one. Let's also compare the cost of producing a (P4) Xeon vs. what AMD charges for an Athlon MP. What's your point? <Since Itanium in its current form will have a rather short life, I think you need to compare the POWER4 with a large cache (maybe 2M) McKinley.> I think you need to refresh your concept of what a "large-cache McKinley" is. Intel already announced that McKinley will have 3M of on-die cache, and that's 0.18u. <I have seen estimates of less than $2500 for a complete 4 chip (8 core) module and I think that is way too high.> That sounds rather low. It's been commented that with the exotic module of POWER4, the silicon basically comes for free. And one more thing. I have not heard any plans for IBM to push POWER4 into 2-way or 4-way space. Their presentations make it sound like POWER4 is only going to start at 8-way and go up from there. Tenchusatsu

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