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Technology Stocks : Intel Corporation (INTC)

INTC 33.02

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To: Tony Viola who wrote (105229)	7/4/2000 12:21:42 PM
From: Dan3	Read Replies (3) of 186894

Re: when did you say AMD is coming out with the big cache server chips? In 2 quarters or sooner. Now you tell me when Intel will have a server chip with a 16 way L2. (particularly on a server with many active processes, a higher set associativity can be more important than total cache size). Ever notice that the PIII's 32K 4-way L1 doesn't fare too badly against Athlon's 128K 2-way L1? Even in single user benchmarks, where there is less contention for cache tags than on a multiuser server. AMD is experiencing huge gains in revenues and profits with nearly 100% of the server market open open for it to gain. Intel is experiencing lower increases in revenues and profits with nearly 100% of the X86 server market for it to lose. Last (but not least). Many of those 1U units are little more than a hard drive connected to a network card. They'd probably be just fine with K6s or Celerons. The short pipeline K6-3 might be more appropriate than a Foster or Mustang in such boxes! Let's hope the Exoduses of the world don't focus on that little tidbit, for both our sakes. Dan

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