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Technology Stocks : Intel Corporation (INTC)

INTC 48.76

-1.0%

10:26 AM EST

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To: Howard N. Egan who wrote (7005)	12/31/1996 3:06:00 PM
From: A. Fineigler	of 186894

Heard a rumour yesterday that Intel's next generation processor outperforms DEC's current Alpha generation. If true, that would pretty much put the kibosh on DEC as Alpha performance is the main thing that makes their server platforms attractive. Unless DEC release something better before Intel. If true this is good news for Intel, of course, helping to mop up one of the few potential competing chip architectures. Performance is becoming less and less of a differentiator, leaving Intel, with the only architecture that all application developers target (via Windows) as the king of the hill. (I also heard that NT on DEC Alpha does not use Alpha's native floating point capabilities if you are writing C/C++, and that you have to use assembler code if you want to truly take advantage of Alpha FP performance. And, Alpha's 64-bit capabilities are not supported in NT. Alpha/NT is 32-bit only, evidently. All of this is bad news for DEC, good news for Intel, and doesn't matter to Microsoft). Intel will no doubt have its bouts of stock swooning, but as a long term investment it's hard to see how you can go wrong with INTC. (Famous last words ...) AF

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