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Technology Stocks : Intel Corporation (INTC)
INTC 35.86+0.3%3:32 PM EST

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To: Tony Viola who wrote (113312)10/12/2000 7:07:50 PM
From: Paul Engel  Read Replies (1) of 186894
 
Tony - Re: ". If AMD's SMP production starts in 2Q, like some are saying on the threads, the workstation and server beachhead is safe for a while."

Remember - If Intel is near-simultaneously introducing 900 MHz XEON Server CPUs, 1.4 GHz Foster Server CPUs and 64 bit ITanium Server CPUs, the key server companies - IBM, Compaq, Dell, HP, Gateway, NEC, Hitachi, FujitsuSiemens, VALInux, etc. are going to have their HANDS FULL designing, building, testing and validating these new INTEL PLATFORMS.

AMD will be given short shrift since every thing they bring to the Server market will be 100% UNTESTED and UNPROVEN.

Ergo, since AMD's product will offer the highest risk, it will receive the lowest priority from the Server manufacturers.

Paul
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