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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Joseph Pareti who wrote (88078)	9/10/1999 10:04:00 AM
From: Robert Douglas	Read Replies (1) \| Respond to of 186894

Joseph, could you please post more details on this, e.g. what conference call, etc. This was a call for Bear Stearn's clients in a series they do called "Focus On The Future". This month they did Intel, specifically IA-64 and its implications. Here are some excerpts from the Bear Stearn's report following the presentation: Intel is positioning itself with IA-64 and the upcoming Merced and McKinley (targeted at mid-2001) processors (to be followed by the 0.13-micron Madison, Deerfield, and an as yet unnamed processor) to address the entire server market, from the low-end PC servers and the ubiquitous general purpose servers used to run various applications such as SAP to the high-end back-office server and workstation market that is dominated today by proprietary RISC microprocessors such as SPARC, MIPS, Alpha, and PA RISC. Server Growth Could Track 30% CAGR. According to Intel, between now and 2002 the number of connected users will increase from 130 million to 320 million and the number of devices from 180 million to 500 million ,as the amount of data grows 24x and the number of people using that data grows 40x between 1998 and 2000. Leveraging Volume Economics. Intel's IA-64 strategy revolves around capturing as much of this growth as possible by extending its traditional PC processor manufacturing model into the enterprise market, thereby capturing substantially higher ASP and margin levels. Merced On Schedule For In Mid-2000. Intel showed working Merced silicon at its Developer's Forum last week and is expecting to release the chip in mid 2000 with OEMs shipping in the second half. Intel is banking on IA-641s ability to provide a secure, highly available (does not crash), responsive, customizable, e-business ready platform for OEMs. Intel hopes that IA-64's features and performance combined with Intel's PC based commodity manufacturing process, choice of operating system, and price performance will draw customers to their platform. Broad Array of Support. While its early to tell what the acceptance rate among customers will be, an impressive array of partners and OEMs have aligned themselves with the product and early responses have-been positive. The company?s prospective vendors include Compaq, Hewlett-Packard, NCR, Dell, Hitachi, Sequent, NEC, Fujitsu, Unisys, Bull, SGI, and IBM while operating systems such as Linux, Microsoft, Sun Solaris, SGI IRIX, Hewlett-Packard HP UX, Compaq Tru64, SCO, IBM Monterey, and AIX will support the platform. Multiple Initiatives to Support IA-64 Launch. Intel has also committed resources to support the platform going forward including the development of five more IA-64 processors as well as the associated chipsets (internally or in partnership with OEMs) as well as a $250 million venture capital fund to support software for IA-64.