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Technology Stocks : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST

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To: maui_dude who wrote (138277)6/27/2001 4:28:57 PM
From: Road Walker  Read Replies (1) of 186894
 
Maui,

re: "It is clear that proprietary RISC architectures (like Alpha and Sun's UltraSparc) are going to run out of runway relative to Intel alternatives," Winkler said. "Just as you saw Hewlett-Packard migrate away from its PA-RISC, I think you're going to see the entire industry do that. It is only a matter of time until each company admits it."

I wonder if it is possible to quantify the revenue from all those processors? It has to be a very large and very profitable market.

John
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