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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: Scumbria who wrote (129823)3/12/2001 12:08:51 PM
From: Mary Cluney  Read Replies (1) of 186894
 
Scumbria,

<<<1. RDRAM would be a big disappointment.
2. Merced would be a disaster.
3. PIII would not keep up with Athlon in MHz.
4. P4 would have serious performance issues.

Was I wrong?>>>

If it were someone else, I would have said you were dead wrong.

1. On RDRAM, the hype was unrealistic and the execution is poor. But, I haven't heard the fat lady sing yet.

2. Your Merced is not what I mean by Merced. When I say merced, I mean IA64 - Merced/KcKinley/TBA. IMO, there is very little doubt, IA64 will be the future of Information technology. Nothing is going to stop it now. Not even Intel's very arrogant and obtuse management.

3. PIII has served its purpose. It was a cash cow, still is, but Intel is moving on - will squeeze some more out of it if only because it wears an Intel label. Life may not be fair, but that is the way the ball bounces.

4. I think I know where you are coming from wrt the P4. If they gave you 1/10th the P4 resources to develop a chip from scratch, you could have come up with a real elegant design and had a chip that would really smoke.

But, you have been around. You are not a novice in Corporate life. You know how crazy things can get, especially when a lot of talented and ambitious people get together. It's a wonder that corporations get anything done. And, you know what deep pockets mean.

Are you wrong? Not entirely. But for a person as intelligent as you are, you are not right.

Mary
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