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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

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Nov 14 9:30 AM EST

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To: Rob Young who wrote (84521)	6/25/1999 6:54:00 PM
From: Tenchusatsu	Read Replies (1) of 186894

<Why shouldn't Merced run Intel IA32 binaries as fast or faster than Pentium III follow-ons , Coppersmith and Willamette? Then why bother with that old stale IA32 architecture at all when you can get something that runs IA32 just as fast PLUS runs floating point much faster?> To grease the skids between a major architectural transition. Hardware compatibility means that you won't have to dink around with silly emulators. Just build the IA-32 and IA-64 support into the OS (which isn't a trivial task, I guess). Then a user or administrator can port applications to IA-64 whenever they become available. <Besides, aren't a whole bunch of people busy writing software even as we speak on enamalators? That way when Merced boxes ship in volume 2nd half 2000 a bunch of software is available with boxes at a great price? Won't happen?> You can imagine just how hard it is to get software developers to even budge on a new architecture. Intel introduced 32-bit instructions in the 386 processor a long time ago, but even today, a significant part of Windows 95 is 16-bit. (Thanks a lot, Microsoft.) Intel is pushing very hard on getting software to support SSE for Pentium III, but once again, it's a lot tougher than it seems. How tough do you think it will be to get software developers to port their software onto real IA-64 hardware, much less IA-64 emulators? <But one confusing thing... "low-cost doesn't make sense because software isn't available" .. what does that mean?> Low-cost means high volume. High volume makes no sense without a large software base. That's why I'm not particularly worried about low-cost Alpha boxes. Where's the software? Or do you think corporations will buy these low-cost Alpha boxes just to let their personnel run Netscape on their intranets? Tenchusatsu

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