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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST

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To: wanna_bmw who wrote (167755)7/9/2002 3:59:11 AM
From: kapkan4u  Read Replies (1) of 186894
 
<You previously linked to it several times in a vain attempt to exploit a weakness in the original Itanium, showing it to be on par with older Pentium III Xeon cores. But now the Itanium 2 gains 2.35x in performance over it's older sibling, allowing it to easily outperform competitive entries.>

Unlike scientific apps that can't be easily broken into separate tasks, most server apps don't really care if you use one I2 or 2.35 PIIIs. Rack space and power consumption are much more important. You can fit 18 PIII blades in a single 3u 19 inch rackmount. I don't think that I2 can match the computing density of x86 for two more generations, even if x86 was standing still. There is not a single compelling reason for anybody but Intel to push I2 into the server space. It is obvious to me that IA-64 will fail.

Kap
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