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Technology Stocks : Intel Corporation (INTC)

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3:14 PM EST

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To: pgerassi who wrote (140598)	7/31/2001 6:15:58 PM
From: Tenchusatsu	Read Replies (1) of 186894

Pete, <Yet, you also claimed that AMD purchased a cheap chipset from Compaq (DEC), when they did not have a cheap SHV one. ... AMD had to build a brand new chipset from scratch.> You missed my point. AMD is not pioneering a new market segment here. They are only going after a market segment that Intel has already shown to be profitable and expanding. This is very different from Intel's first foray into 8-way SMP. Before Intel did that, there was no market for SHV 8-way systems. Intel then released Profusion (with the help of Corollary and Compaq) and pioneered a new market segment. <Going from 8 way to 16 way SHV for Intel may not be easy, but you have additional problems because you are connecting busses and not single P2P links.> You seem to think that the only way to do 16-way SMP using buses is by connecting all those buses to a single north bridge (Profusion-style). You might want to think again. Tenchusatsu

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