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 : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (47283)	6/26/2000 2:10:00 PM
From: Bill Fischofer	Respond to of 74651

Re: IA64 Nobody expects Merced to be anything more than the first step down a long road. Remember the original Pentium 60? INTC is not investing in IA64 for this year or next. However, by 2005 and beyond IA64 will dominate the computing landscape at the enterprise level. That's the goal and virtually unlimited technical and financial resources will be applied to IA64 to get there. Meanwhile, the ongoing commoditization of processing at the enterprise level will ensure that with each IA64 iteration along the road INTC's inherent economies of scale will become increasingly pronounced. Glaciers may seem slow, but they carve very deep paths and have an inexorability to them which cannot be ignored. That's all the long-term investor really need focus on.