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Technology Stocks : Intel Corporation (INTC)
INTC 39.36-0.1%3:59 PM EST
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To: Tenchusatsu who wrote (64546)9/12/1998 9:58:00 AM
From: rudedog   of 186894
 
You answered your question better than I could have. I see the NGIO transition as more like 1394 - both PCI-X and NGIO capabilities will exist for a while (years), until NGIO devices become ubiquitous enough to make the economic argument attractive. NGIO has long term advantages but too many short-term hurdles. CPQ, IBM and HP have a proposal that tells a much better transition story to customers, and I think Intel should jump on the train.
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