Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.33

+0.5%

12:45 PM EST

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To: milo_morai who wrote (150150)	11/28/2001 4:36:49 PM
From: tcmay	Read Replies (2) of 186894

"IBM has CPU's with SOI right now. INTC has none. INTC's proved nothing yet." Which explains why IBM is buying so many Intel processors for PCs, servers, business systems, and even supercomputers. And which explains why IBM's vaunted SOI process is not in any of the PowerPC chips it sells to Apple, a company desperate to get beyond the 867 MHz level it is currently topped-out at. Rumors of a 2 GHz G5 PPC, supposedly based on SOI, but production problems have made it impossible for Apple to base a high-volume machine on. Meanwhile, IBM is buying tons of Pentium 3s and 4s, Xeons, and mobile versions. But the labs are reporting that SOI will be the technology of the future. We should believe it when volume shipments begin. --Tim May

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