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Technology Stocks : Intel Corporation (INTC)

INTC 37.83

-4.3%

Dec 12 3:59 PM EST

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To: THE WATSONYOUTH who wrote (142937)	9/6/2001 1:54:44 PM
From: Tenchusatsu	Read Replies (1) of 186894

TWY, <The point is that IBM has a lot of room to drop system prices of high end multi CPU systems based on their cost of the processors.> This same argument could have been applied to IBM's current line of custom servers and workstations. Guess what? They're still more expensive than Intel-based solutions, even with the high premium Intel gets on each CPU. If IBM had to charge the same prices for their proprietary solutions as they (and their competitors) do for Intel-based SHV solutions, they will lose money, period. In other words, BMW is right. You are indeed making an apples-to-oranges comparison. <My estimates of less than $2500 was for the cost to IBM of producing a complete 4 chip 8 core module. In fact, that was Microprocessor Reports estimate which if you assume any reasonable yield is obviously too high.> Like I said before, the cost of building an entire POWER4 MCM is largely dominated by the exotic packaging. <Do you really think IBM will exclude their fastest design from the largest (1way/2way) segment of the server business??> Yes, I do, unless you have sources that suggest otherwise. Tenchusatsu

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