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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: Tony Viola who wrote (109083)	8/31/2000 12:06:08 PM
From: Rob Young	Read Replies (1) of 186894

Tony, "Important to business?" Sure... you take every 200 million dollar sale you can get. Wouldn't it be better to have 1500 - 1 million dolla sales? Absolutely. But still you don't turn those down and a strong hint of things to come. Remember, we can get all sorts of defensive about what took place but Compaq wasn't a shoe-in. Better price and performance won the day. Case in point.. study the Pittsburgh deal.. for twice as much you can get the same IBM solution. "benchmark to compare the big players?" Well vapor to vapor? Sure... CPU to CPU bandwidth ;-) research.compaq.com While the above doesn't have the exact bandwidth numbers it is apparently higher than first proposed. I believe it may hover around 10 Gigabytes (no time to track that down) but why split hairs? The above paper is instrumental in proving a point as it introduces a new paradigm that others follow in the wake. Paradigm? Yes, Point to Point CPU transfers. Point to point CPU communication as on-chip L2 is very much extended in capabilities. Giving the very low latency, 2 hops or less away for neighboring L2 is very very effective.. consider what that means if you then see 16 CPUs sharing 1.5 MBytes * 16 or 24 MBytes of effective L2 per CPU. With RDRAM and on-chip memory controller whereby each CPU manages a single bank of memory (4 Gigs) you can see tremendous possibilities. Most of which is leaving out the VERY costly L3 and having extreme performance. "low" cost high performing as far as I can tell .. where "low" is a relative term ;-) (Actually, a 4 CPU box may be a very good sweet spot but we are a year out... futures!!!) But never mind me.... read the paper! Rob

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