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Technology Stocks : Intel Corporation (INTC)

INTC 36.71

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10:57 AM EST

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To: rudedog who wrote (102767)	4/21/2000 11:08:00 AM
From: Tony Viola	Read Replies (1) of 186894

Rudedog, >>>Who's going to be the loser when those Hitachi Itanium 32-way systems go on sale?<< Sun? IBM? The loser will be Hitachi... Care to expand on that? My ideas before I saw your reply were: 1. The Japanese companies don't sell servers or storage well in this country or Europe. 2. Not any kind of a standard like Infiniband appears be becoming. Because the I/O would reside inside the box and is close to the processor, Intel is not interested in proposing it as an open standard but will consider licensing it to certain customers. Fister said some interested customers have already approached Intel. The I/O has a different purpose than the Intel-backed Infiniband I/O proposal, which is described as a switching fabric that will connect multiple boxes or peripherals like storage systems and eliminate the expensive crossbar switches found in mainframes. Your ideas...? Tony

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