SI
SI
discoversearch

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 38.44+0.7%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tony Viola who wrote (83798)6/18/1999 9:31:00 PM
From: Amy J  Read Replies (2) of 186894
 
RE: "The statement in italics above is complete and utter BS. For anyone dropping in, I am definitely pro-Intel, but I happen to know a little bit about what's happening in the computer world, and Xeon, and IA64 will cause maybe a 0.18 micron wide crack in big iron armor in the next few years."

Hi Tony,

I think the statement in italics was dramatically stated, but I believe there's an extremely strong element of truth in it, particularly in the Workstation and Server markets. I am seeing Intel penetrate the lower-end Server market and see no reason why this couldn't continue up the food chain. When you say it's "BS," were you referring to the big iron MFs or high-end Server market? If MF, I agree we're a ways from reaching that market. I wasn't sure what part you were discounting (i.e. what part of the high-end market, which market applications, and why?)
Best,
Amy J
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext