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

To: Gerald Walls who wrote (98126)	2/3/2000 1:24:00 AM
From: Gerald Walls	Respond to of 186894

thestreet.com ... Transmeta didn't wow everyone. Kevin Landis, whose First Hand Technology Innovators Fund boasts a one-year return of 196% because of early plays in the communications-chip market, shook his head as he watched Ditzel give a television interview. There is a reason, he says, that aside from Transmeta, there are only three microprocessor companies left in the world, even though dozens have risen and fallen over the past 20 years. Making microprocessors, he said, is really, really difficult. Who, Landis asks, doesn't want a high-speed laptop that can be powered all day without recharging the battery? But manufacturing a chip that's fast and consumes little power, at a low enough price to satisfy very demanding consumers and computer manufacturers, is another story altogether. And that, he believes, is something Transmeta won't be able to do. "Maybe I'm just jaded," Landis said. History has shown that Intel eats companies like Transmeta for an afternoon snack. At the conference, Intel CFO Andy Bryant wowed Firsthand Funds analyst Ken Pearlman not with new products or higher chip speeds, but with charts that show how Intel intends to cut manufacturing costs over the next year to increase profits. Meanwhile, IDT CFO Alan Krock emphasized how profits had returned to his company ever since it dumped its money-losing microprocessor business to Taiwanese chipset maker Via Technologies last summer. The "P" word didn't cross the lips of Transmeta CEO Ditzel. Though it produces chips, four-year-old Transmeta has yet to sell any and doesn't have any revenue or profit. ...

To: Gerald Walls who wrote (98126)	2/3/2000 10:58:00 AM
From: bhagavathi	Read Replies (1) \| Respond to of 186894

Gerald, Architectural differences between sledgehammer & itanium will for every software vendor to make this choice. Not a good thing for software development. mula

To: Gerald Walls who wrote (98126)	2/4/2000 1:03:00 PM
From: rudedog	Read Replies (2) \| Respond to of 186894

Gerald - is SledgeHammer even real? From various leaks it seems more like a trial balloon than a product. But having said that, it seems more likely that SledgeHammer, which is after all a 32 bit core with extensions, would be more targeted at expansion of existing 32 bit apps which could use either a flat memory model or 64 bit registers for some operations... that sounds like a workstation product... and I would expect MS to support that out of the 32 bit codeline with extensions, not as an alternate 64 bit platform... any thoughts?