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: Process Boy who wrote (100609)	3/9/2000 5:51:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

PB, that is one excellent, positive article by Gwennap. I didn't think he was usually this gushing WRT Intel. Hope he's right. If he is about the 60% dominance of the workstation and server markets, achieving a market share in excess of 60% by 2003, and add that to the PC market and everything else, we should be able to just put Intel stock in the desk drawer and forget about it. More than 20 major system vendors and six operating-system vendors are committed to delivering IA-64 products when Itanium (code-named Merced) begins shipping next year. If achieved, this would be the most successful rollout of a new computer processor architecture in history. We have increased our projections of the chip's SPEC_base performance to 50 int and 80 fp. We expect it to achieve 45,000 tpmC on the TPC-C benchmark in a four-processor system based on Intel's 460GX chip set and Lion motherboard. These scores should give Itanium performance leadership when it is released, but its performance could be surpassed by Compaq's Alpha processors within a matter of months. Intel is pinning its hopes on McKinley, its second IA-64 processor, to establish the new architecture as the sole performance leader. We expect that chip, due in late 2001 at clock speeds exceeding 1 GHz, will open a performance gap of 20ð30% over the fastest RISC processors. In 2002, a 0.13-micron derivative of McKinley, code-named Madison, will take performance to greater levels. Even if IA-64 processors merely match the performance of their RISC competitors, they are likely to dominate the workstation and server markets, achieving a market share in excess of 60% by 2003. Tony