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Technology Stocks : Intel Corporation (INTC)

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To: Cirruslvr who wrote (142233)	8/28/2001 12:36:39 AM
From: wanna_bmw	Read Replies (2) of 186894

Cirruslvr, Re: "The 2GHz P4 has higher SPEC int AND fp scores than Itanium, what's with that?! Foster w/2MB L3 cache should blow it away. Didn't Rob bring up this potential situation some time ago? Yeah, yeah, yeah, Itanium is 64-bit and is paving the way for McKinley." As long as McKinley can beat Foster, and still come with all those RAS features that make 64-bit computing worth the premium over the commodity 32-bit market, I think things will find a way of working out. Rumors say that McKinley will be twice the speed of the current Itanium. I'm thinking that just as long as it is around 50% faster and scales reasonably well, it has a good chance competing against Sun and turning out a positive NPV. wanna_bmw

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