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

To: Paul Engel who wrote (98427)	2/7/2000 4:48:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Paul, Thanks for the good news. It seems like we've been waiting for Merced, now Itanium, for a long time. Everyone is very cautious about it's early acceptance, and saying that the following generation could be the real Sun/IBM threat. Do you have a feel at this point for the performance advantage/disadvantage of this years Itanium versus the competition? I believe the 1GHz Pentium III will capture the consumers imagination. I would be very surprised if it wasn't successful in the home PC market, and contribute to higher ASP's. John

To: Paul Engel who wrote (98427)	2/7/2000 4:51:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul, ..."--Intel confirmed today that its next-generation, high-end processor will come out at 800 MHz when it debuts later this year. That's good news. Weren't there some naysayers (YUK Reg) holding it down to 500 MHz or something like that? The bigger issue Itanium faces is how much demand there will be for it. Generally, analysts believe that its number-crunching prowess will make it good for workstations and technical computing, especially the lofty edge of the workstation market that Intel has yet to fully penetrate. I hope Intel, and their partners in this are talking up Itanium in Europe. Quite often the Europeans are faster to adopt a brand new architecture than the US. Tony

To: Paul Engel who wrote (98427)	2/7/2000 5:02:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Wow, Paul, thanks for Gadi Singer's brag-fest. A few comments: - The Merced bus indeed runs at 266 MT/sec (millions of transfers). It's actually a 133 MHz bus, but the 64-bit data bus is double-pumped. And yes, up to four processors share a single bus. (I love bringing that up, since it flies in the face of AMD's claims to a "superior EV6 point-to-point bus.") Finally, the bus supports an "enhanced defer" feature which helps to lower the latency relative to the P6 bus. - Starting speed is indeed 800 MHz. The cat's finally out of the bag. - The Merced bus can actually address up to 16 terabytes of data (44-bit address bus). However, Intel's own 460GX chipset will "only" (heh heh) be able to handle 64 gigabytes of memory (i.e. 36-bit address bus). Tenchusatsu