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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 86.00

-2.7%

3:59 PM EST

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To: Thomas A Watson who wrote (8149)	10/21/2000 5:51:11 PM
From: Thomas A Watson	Read Replies (1) of 14451

SGI and Intel some meandering thoughts. I check out tomshardware.com for good tech info on what's what's in the mass commercial processor tech space. This article tomshardware.com Intel Roadmap News 10/2000 - Part One, Desktop Processors And Chipsets speaks of P4 willamette and P3 limits and a lot of of cpu and chipsets. This is 32 bit space. Itanium not mentioned and I seem to recall reading and speaking with friends sumarized as. Itanium a performance failure. It's a 64 bit transitional test development of a 64 bit processor. Sgi had plans that included Itanium. I wonder what sgi current plans are. But this paragraph is of particular interest. Will Pentium III soon be dead? How could it? It's the most successful microprocessor and as the market won't welcome Pentium 4 and its RDRAM-platform Intel will continue to make most of its sales with this very processor. The only problem that Intel is facing right now is the fact that it is impossible to get the current Coppermine-core to any higher speed than 1 GHz reliably. Although it may sound crazy, we all will have to face the fact that 1 GHz will soon be a rather pathetic processor speed and thus Intel is working hard on improving the current Coppermine-Pentium III to get it across the 1 GHz barrier. ....... I say this as in commercial space PCs are about to be thought of as rather pathetic processor speeds of 1 gig. Sgi latest and greatest mips processors are at 0.45 gig. Sgi far and away gets the most flops per clock by good margins. But the margins aren't that good. The ccNuma scaling of processor is done well by SGI. ccnuma gives more flops per cubic foot. But all costs considered how many want to do what with what and I have concerns about the current lack of SGI mips clicks per second. Tom Watson tosiwmee

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