Intel shifts focus to networking By Phil Harvey Redherring.com, August 22, 2000
Intel (Nasdaq: INTC) wants its developers to know that the chip maker that dominates the personal computer industry still matters in the age of the Internet. Call it Cisco-envy if you will -- even the formal theme of Intel's developers' conference, which takes place August 22-24 in San Jose, is "Powering the Net. Connecting the Net."
Yet despite the show's theme and some coming announcements in wireless and networking equipment, Intel still matters most inside the personal computer. This strategy will be obvious as Intel tells developers more about the micro-architecture of its new Pentium 4 chip this week.
MORE ON P4 By telling developers how the new chip technology works, how the pieces fit together, and how much growing room the product has, Intel hopes to convince them to begin building new kinds of software and hardware now to take advantage of the new chip, which will debut at a speed of 1.4 GHz.
Though it won't yet say when the chip will be available or how much it will cost, Intel will divulge more details about the chip's technology makeup than it did when it first showed the processor, code-named Willamette, at its developer show in February.
Of course, Intel will also endeavor to focus the media's attention on its latest technology efforts in the networking arena. Those announcements will include a new set of StrongARM chips for handheld computers and cellular phones.
In that same vein, Intel will tell the expected 5,000 attendees at its show this week (400 of whom will be media) about new developments in its IXP chip line, the processors built for use in networking gear and telecom equipment. The challenge for that chip family is to convince equipment makers to move from using application-specific integrated circuits (ASICs) to using Intel's programmable chips to build custom systems.
PEER-TO-PEER PRESSURE But the course of the good ship Pentium will matter more to personal computers than to cell phones or telecom switches. And while being a key supplier to PCs has become a stigma to investors looking for the next big thing, Intel has taken comfort from the fact that powerful PCs are becoming more important as broadband access becomes available to homes.
Additionally, the rise of peer-to-peer networking -- as made famous by Napster's file-swapping software -- means that soon people will seek out computers that have the ability to function as both a client and server at the same time.
"We're beginning to recognize peer-to-peer networking as the computing paradigm of the future," says Albert Yu, senior vice president and general manager of Intel's architecture group. While it's not a new concept, peer-to-peer computing allows business users to harness the power of several systems to work on one large computing task, Mr. Yu says.
The Pentium 4 is designed to handle peer-to-peer computing, robust software, and even the most taxing Internet applications, Mr. Yu says. While Intel's Pentium III chip has 28 million transistors, the Pentium 4 will have 42 million transistors, he says.
But the Pentium 4 architecture is about more than just being able to amplify and switch more data, says Doug Carmean, the principal architect of Intel's Architecture Group. The Pentium 4 will also have a deeper pipeline -- comparable to a larger assembly line on a factory floor -- so that the chips can receive and execute instructions faster, he explains. Additionally, the new chips boast a 400-MHz system bus (the way a chip moves information from the processor to the rest of the computer system). Today's fastest Pentium III chips have a 133-MHz system bus, he says.
IAL TO THE RESCUE Of particular interest to software and content developers (and the venture capitalists funding them) will be some related work that comes from Intel's Architecture Labs (IAL). Their researchers have developed code that will be used in the development tools that software companies use to make their products. The code helps software take a look at the machine it's running on and decide, based on bandwidth and system resources, what's the best possible experience it can give the user.
For example, if the user wanted to view some 3D animation over the Net, Intel's technology could look at the object's frame rate and decide whether to add or remove detail based on how powerful the destination PC is.
For software developers, the new Pentium-based technologies are welcome news. Rather than having to build applications for the broadest possible PC audience (i.e., the lowest common denominator of chips), they can now swing for the fences and build software for the biggest, baddest machines money can buy.
Currently, such a fast machine would have to contain an AMD Athlon processor, but with its new chip architecture, Intel hopes to leapfrog AMD yet again. Likewise, by creating software that's aware of the machine's limitations, software developers can now enjoy creating the best possible experience and still reach enough users to turn a profit.
INTEL IN THE FUTURE Of course, there are quite a few things that need to happen between the developer utopia just cited and the chicken-and-egg problem that plagues software and hardware development today. But with its political heft (and with events such as its developers' forum), Intel is working with software companies to get its message out there.
Already, Realnetworks and Macromedia are working with Intel to enable their software to adjust on the fly. Intel hopes that eventually consumers will realize that when they buy a faster PC, they'll see an immediate improvement in what they can see and hear on the Net.
Make no mistake about it, though -- most of Intel's energy at the show this week will be directed toward promoting buzz-worthy networking technologies. Obviously Intel hasn't neglected the need to invest in its future -- the company's acquired more than 15 networking- and communications-related companies since January 1999.
However, for all of its thinking outside the box, Intel will again prove that its most significant advances continue to appear in the PC. |