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

To: EricRR who wrote (107191)	8/8/2000 3:01:36 PM
From: Tony Viola	Respond to of 186894

Intel announced that it will build Itanium boxes. These companies are likely just slapping their logo on what Intel ships them. Why would an OEM want to develop a custom system for a platform with such low forcasted volumes? Do you have a URL for the Intel article about their building Itanium boxes? I know they do that from time to time. What I thought they said would be happening next was that the OEMs would be shipping pilot units. I assumed those would be the OEMs own developed servers. Tony

To: EricRR who wrote (107191)	8/8/2000 3:27:16 PM
From: Paul Engel	Respond to of 186894

RatByte - Re: "These companies are likely just slapping their logo on what Intel ships them. Why would an OEM want to develop a custom system for a platform with such low forcasted volumes? " Good point. I'm sure the entire engineering staffs of IBM, Compaq, Dell, Gateway, etc. are spending all their time and effort designing SludgeyThumper servers - to meet the incredible demand of the world's Server customers !!! Paul

To: EricRR who wrote (107191)	8/8/2000 4:06:50 PM
From: Tenchusatsu	Respond to of 186894

Ratbert, <Intel announced that it will build Itanium boxes. These companies are likely just slapping their logo on what Intel ships them. Why would an OEM want to develop a custom system for a platform with such low forcasted volumes?> Because the profit margins are going to be high? Sequent, Siemens, and I think NEC and Hitachi among others are going to develop their own Itanium servers which are 8-way SMP and above. Sure, the 2-way and 4-way Itanium boxes will be mostly Intel's design (just slap on the logo), but anything more high-end will be the OEM's custom design. And even those custom designs will require a lot of assistance from Intel in order to develop. This is the same formula of success that Xeon used, if you haven't noticed. This is also a formula that AMD will have a hard time emulating, given that they have already have infrastructure problems of their own, and they haven't even entered the server market yet. Tenchusatsu