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Technology Stocks : Intel Corporation (INTC)

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To: bhagavathi who wrote (106208)	7/28/2000 3:13:03 PM
From: Rob Young	Read Replies (1) of 186894

"If I were CPQ management, I would invest in porting Tru64 to Itanium. Why cut off the extra life line I might get for this OS? I have in other words I would give my Tru64 customers a choice of hardware they want to buy. Not being forced to a given hardware vendor." --- No more than we would expect Sun (at this point) to port Solaris to IA64 (or continue development :-)... in Sun's case it is a total solution. UltraSparc and Solaris. In Tru64's case , it probably has a lot to do with superior CPU technology. Never mind the current generation, the EV7 includes on-chip Network Switch and on-chip Memory Controller. The network switch allows for direct CPU to CPU communication (data transfer)... technologies that aren't in McKinley (according to Linley Gwennap anyhow). The EV7 will make for a very good server part by keeping down MB costs with a simplified chipset and with 1.5 MByte L2 on-chip shared CPU to CPU. It isn't much of a stretch to imagine with RAMBUS and hundreds of open pages (feature of on-chip memory controller) a 4 processor EV7 really doesn't need L3 for great performance. Rob

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