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Technology Stocks : Intel Corporation (INTC)
INTC 34.30-1.2%3:59 PM EST
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To: Tenchusatsu who wrote (80666)5/10/1999 6:10:00 AM
From: kapkan4u  Read Replies (1) of 186894
 
<Don't forget about IA-64 in the long term. Intel has big plans for IA-64 to take over the high-end market and dwarf the RISC competition for good. This effort will start with Merced, get a big boost from McKinley, then continue with Madison and Deerfield. Not only that, but starting with Deerfield, Intel also plans to push IA-64 down to the desktop level.>

I hope you right about the success of IA-64. The first acid test for Merced will be its performance comparisons to Foster and Alpha. The second acid test will be compilers and applications support.

<By the way, it's interesting that you mention the Internet as the main driving force behind increased server sales. Keep in mind that there are many, many different types of servers out there. Some only need to host a privately-owned web site which receives only a moderate amount of hits. Some have to handle millions of transactions a day. Some are even powerful enough to become replacements for corporate mainframes. In any case, I don't know any other company that has the volume and the leverage to cover the entire spectrum of servers than Intel.>

One more name comes to mind: SUNW. I would really like to know the market share numbers between x86 and sparc servers.
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