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Technology Stocks : Intel Corporation (INTC)

INTC 40.03

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Dec 1 3:59 PM EST

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To: Paul Engel who wrote (57509)	6/8/1998 2:31:00 PM
From: rudedog	Read Replies (1) of 186894

Paul - All good points on the IA32 line. The reality is that almost all of the server applications of any size can be accomplished by that architecture now. I think the real issue is development of a reliable 64 bit architecture for the back end and middle tier of tomorrow's apps, not today's needs. 32 bit architectures will continue to have problems with large memory addressing - not insurmountable but a long way from seamless. As you point out, Intel had the 64 bit mindshare up until recently. I think they need to do more than just drive IA32 if they want to maintain that momentum over the next 3 years. My sense is that a unified 64 bit architectural effort among the big players, rather than a Merced or Alpha tussle, will do the most to advance industry acceptance of these platforms.

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