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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Rob Young who wrote (106095)	7/24/2000 5:44:36 PM
From: Tony Viola	Read Replies (3) of 186894

Rob, >One wonders why anyone buys an Itanium system? Performance? Ha! Maybe they buy them because they know it says Intel Inside and no one ever got fired for buying Intel ;-) You're learning Rob. Don't get too excited about Itanium there. Regarding SPEC2000 and Itanium... take a look at Spec95 and Spec2000 and notice that Intel went from a leadership position to a trailing position (note 833 MHz Alphas... by the way, 21264A .. no on-chip L2 yet) Look below. In terms of price/performance: perfect 10 for Intel based: tpc.org I think that when the industry standard high volume process kicks in at Intel and the server makers, on 64 bit, and IT managers see what price/performance is available, it'll be very hard to ignore. It happened on Pentium Pro and Xeon (hottest product-spending category of all IT products right now is Intel base servers). Why fight it? Tony

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