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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: Paul Engel who wrote (136263)	5/29/2001 4:26:51 PM
From: Rob Young	Read Replies (4) of 186894

Paul, Itanium should do well for folks that want to play around with workstations as the floating point is very good indeed. But that edge may erode quickly and perhaps a bit of what we are seeing is very clever optimizations with SPEC in mind. From what I see, Itanium is all over the map with benchmarks. Some outstanding and some poor, even in the scientific space. Yes EV68 is late, yes EV7 is late but both products are world-class and EV7 has features and functionality McKinley will drool over. I want to see Itanium versus IA32 in the next 6 months and how that plays out. For instance, how does a 4 processor Itanium compare against a 4 procssor Foster vis-a-vis tpmC? I am pretty confident the Foster will smoke it, further relegating Itanium to niche workstation status until 2+ GHz P4 comes along to devalue it in that space. But that's okay! "Wait until McKinley, it'll knock yer socks off!" Rob

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