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Technology Stocks : Intel Corporation (INTC)
INTC 33.62-4.2%3:59 PM EST
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To: Paul Engel who wrote (88106)9/10/1999 4:50:00 PM
From: Rob Young  Read Replies (3) of 186894
 
Paul,

Compaq server volumes will be much greater in the Intel
space, that's a given. However, for high-performance
their Wildfire platform is set to roll in a couple months
with 700+ EV67 (21264A).

Wildfire comes alive late next year early 2001 with
21364.. point to point CPU to CPU 12 Gig/sec CPU to CPU.
Glueless SMP, i.e. "built-in" chipset. Real cheap servers.
Wildfire is a natural but very nicely priced 4 CPU servers
with 21364.

<And guess where Compaq is concentrating their Server efforts >

Quite a few backlogged orders on Wildfire. Test systems
at several sites. Up to 32 processors initially.. 256
in a year or two. Obviously much higher bandwidth and
performance than Intel servers for quite some time.
McKinley at least.

Merced on down will be positioned as mid-range solutions.

Rob
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