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Technology Stocks : Intel Corporation (INTC)

INTC 35.81

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3:59 PM EST

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To: Paul Engel who wrote (112016)	10/1/2000 2:37:00 PM
From: Joe NYC	Read Replies (2) of 186894

Paul, If you assumed that Intel did not have dual core x86 32 bit and IA64 bit cores underway, you would be very naive - and wrong. I didn't. This is what I said: "Intel's roadmap is not specific in this area, but if all Intel has is a single core CPU with traditional architecture" http://www.siliconinvestor.com/readmsg.aspx?msgid=14489684 You might ask yourself - What is the dual core Sludgehumper based on ? I would like to see a single core traditional CPU design with the core initially, as a proof of concept. There will eventually be something like that. There was some talk of a clawhammer, but I don't know what the timing will be. But anyway, my point to Tench was that SledgeHammer will be a competition of mainly Foster based Xeons. This is where the market is, and this is where the bulk of the market will be 1 year from now. It is unclear where Itanium will be 1, 2 years from now. One thing that you will not dispute is that the market share of Itanium is zero. Where will it be at the time of SledgeHammer launch? 0.1%? 1%? What do you think? Joe

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