Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Engel who wrote (97509)	1/25/2000 12:32:00 PM
From: Process Boy	Respond to of 186894

Paul - <It never mentions Compaq's declaration that Compaq has the IA 64 Platform of Choice or HP's $2 million hardware and software funding for university/student training. It seems to have been written under "speculation" of an ITanium shortfall.> I had thiese types of reservations when I posted the article. That's one reason I characterized it "General Interest". <However, since Intel has SHIPPED ITanium engineering systems, an IMMENSE amount of VOCAL SUPPORT and COMMITEMENT has arisen from the hardware AND software communities.> Yes, the article makes no mention of the progress made since first Si. PB

To: Paul Engel who wrote (97509)	1/25/2000 1:43:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Paul, can you imagine what Linley Gwennap said in that article? He said that Itanium probably won't achieve more than 30% performance advantage over Alpha, and while that might seem hefty, it won't put everyone else out of business. Can you believe that coming from a "well-respected" analyst in the industry? "Only" a 30% advantage, he says. Meanwhile, the same guy was going ga-ga over Athlon, but that processor can't even hope to gain a 30% advantage over Pentium III. What a hypocrite. Tenchusatsu