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To: GVTucker who wrote (108854)	8/29/2000 8:38:52 AM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

GV, also apparently Intel got very good reviews on its wireless comunications and handheld technology it revealed last week at IDF. Perhaps they should have emphasized that aspect of their business a bit more, since it represenets "future rents". joey

To: GVTucker who wrote (108854)	8/29/2000 1:18:18 PM
From: Tenchusatsu	Respond to of 186894

Well said, GV. <eom>

To: GVTucker who wrote (108854)	8/29/2000 2:36:37 PM
From: EricRR	Read Replies (3) \| Respond to of 186894

The market is telling us that the opportunity is in the high end, the Unix workstation. I disagree with this. Specifically I dispute the concept of "high end." I think the future is in distributed computing. Of course everyone babbles this. What I specifically mean is that instead of needing one large server with many cpu's, in the future there will be many small servers, each with perhaps only one CPU, organised together over a network. I believe this is a logical technological evolution because the main future computational challenges will consist of a computer "system" answering many small independent requests for information (ie web servers, read-only database queries, other user customised data manipulations), rather then few large calculations. Of course there always will be a place for supercomputers. But to service the expected growth of the many small tasks, it's cheaper to deploy many single CPU systems rather than a few monster systems. CPU power will be king. Intel will be right there for this, and so will AMD. The key for AMD of course is to earn the perception of reliability. This I believe is the origin of Sun's success. They make slower and more expensive systems than everyone else. But companies will pony up for the reputation anyway. That I believe is what you mean by "high end."