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Technology Stocks : Intel Corporation (INTC)
INTC 37.02+3.4%1:01 PM EST

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To: Tony Viola who wrote (109219)9/3/2000 12:11:15 AM
From: kash johal  Read Replies (2) of 186894
 
Tony,

re:"That's true, they'd be all over it like white on rice. But, look at it this way, current Intel based (PIII or Xeon) servers have a great track record. I don't remember a single reliability problem with these servers. Anyone else? That results from a good overall system design involving the OEM, like a Compaq, working with Intel, plus board, DRAM, cards like NICs, SCSI, fibre channel control, etc. makers. It's the same process for Itanium based, just a few changes, like the CPU chip!!!"

Didn't Intel screw up the 4 way zeon servers.

Screwed dell etc.

Leaving market open to compaq to dominate as they had their own chipsets.

But of course your memory of Intels perfect execution is correct.

Nobody's gonna want 1.5Ghz mustangs with 1-2Mb cache with ldt etc etc with high speed DDR memory.

Nope they are gone keep on buying the Xeons at 750Mhz.

Yup time to load up on Intel methinks.

PIV launch with dual RDRAM to retake the high end deskto.

I suggest the intel longs double up.

Intels going to the moon.

regards,

Kash.
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