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

To: bhagavathi who wrote (104787)	6/23/2000 11:39:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Mula, In order to appreciate they need to understand what problem these cpu designers are trying to solve. Or what does it take for these CPU's to deliver the goods of improved performance over the conventional IA32 architecture. Is it tpmc,specFP, specInt or something else? Another interesting question would be to ask what kind of computing changes are dictated upon us by internet? We could very well see the computing market very fragmented (segmented) to address individualized needs (e.g. workstation, db servers, front end web servers, etc). I think it's tpmC, at least right now. The table below has a comparison on some current, or soon to be released medium sized servers. 1,2,4,8 and 10 are Intel based. Obviously this is "somewhat from a Compaq view." I don't know if Dell, HP or IBM have >8 Xeon server solutions. tpc.org Tony

To: bhagavathi who wrote (104787)	6/23/2000 4:05:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Mula - Re: "? Another interesting question would be to ask what kind of computing changes are dictated upon us by internet? We could very well see the computing market very fragmented (segmented) to address individualized needs (e.g. workstation, db servers, front end web servers, etc)." This is a fundamental issue. Intel, with its already established x86 Server CPUs and solutions, already has staked out several market segments, especially the "generic" Web Server. With the upcoming Willamette/Foster CPUs and ITanium/McKinley CPUs, Intel has THREE participants in this free-for-all grab for market share. And all three have different characteristics, strengths, weaknesses, and cost structures. Given this "broad" array of ammunition, Intel is genuinely better situated than all competitors to capture future design wins in these various market segments. Paul