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Technology Stocks : Intel Corporation (INTC)

INTC 34.47

+2.5%

3:58 PM EST

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To: Tenchusatsu who wrote (104953)	6/27/2000 3:01:00 PM
From: Rob Young	Read Replies (1) of 186894

Tench, "Yet he talks about the unreleased RISC competitors in nothing but a positive tone. The guy has an obvious bone to pick." What's wrong with the chart I steered you to there? Where is the bias in laying out the numbers there? Interesting observations on your part. Maybe he is less than glowing... Two possibilities here: 1) He is blowing smoke and lacks technical credibility to even back such assertions and when Itanium rolls we will really see how things are. 2) He is on the mark and is willing to stick his neck out regarding such assertions. Either/or ... time will tell. But back to what I wrote there. Which is it? Will the "superior" EPIC trail EV68 such that it could even be described as "merely competitive?" Sadly, SpecFp95 goes away on Friday (no new submissions). Bet Itanium does better at 95 than 2000. But will be rather silly talking about Spec95 in Oct-Nov when 95 was frozen in June... At 1.2 GHz, EV68 will be at 120 SpecFp95 , will Itanium hit 80? Will we see 800 MHz Itanium parts? If those turn out to be the numbers in November, how does anyone call Itanium competitive with Alpha and keep a straight face? Paul Engel wrote: "The ITanium will be very competitive with the Alpha in all floating point applications. Maybe even faster !" Get out the marketing tools. Gonna take a lot of heavy lifting. . . Rob

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