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Technology Stocks : Intel Corporation (INTC)
INTC 33.51-0.3%10:24 AM EST

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To: Tony Viola who wrote (107054)8/5/2000 11:17:10 AM
From: Dan3  Read Replies (1) of 186894
 
Re: Have to tick off your points one at a time. What a drag.

ditto :-)

I'm more interested in the 933s on IBM's Dell's, Compaq's, etc. web sites than I am in Pricewatch listings

A good point, but pricewatch is at least as good and indicator of availability. Those IBM, Dell and Compaq listings may be subject to long shipping delays or restricted to unpopular packages (you may get stuck paying for expensive, difficult to upgrade rambus memory). I've heard "we'll ship it Friday" many times over the years, sometimes it's true, sometimes it isn't. And that includes hearing wishfull thinking from IBM, Dell, and Compaq or their vendors. The pricewatch guys have a simpler business model and can't just push smoke and mirrors.

Can we leave the vaporware out of the discussion?

Without the vaporware of Willamette, Itanium, and 1.13GHZ P3, Intel is in trouble. If you want to present Intel as anything other than fading fast, cling tight to the vaporware. 1050MHZ Thunderbird tray processors have already shown up for sale in Germany - AMD is trying to keep them vapor until the official launch, but they seem to be a little to real for that.

US3 is for the high end server space

It's the next generation Sparc, it will show up in high end servers, workstations and the workgroup servers that are Intel's core server market. Intel is so focused on moving up the food chain to go after SUN they seem to have lost sight of the fact that SUN is moving down the food chain to go after Intel. (personally, I don't think SUN will get very far, but you never know. SUN has a superb reputation and a lot of mindshare)

I heard that Willy is as fast as...

We'll see. Like Itanium, it's a novel and interesting design. So far it's performance is something of a mystery. And, as I said, right now Intel is a lot more of a vaporware story than AMD.

Regards,

Dan
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