SI
SI
discoversearch

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


To: Tenchusatsu who wrote (109069)8/31/2000 8:00:24 AM
From: GVTucker  Respond to of 186894
 
Tenchusatu, RE: Rob, it amazes me to see how far Alpha has slipped. Weren't you saying last year that 21264 will hit 1 GHz this year? Seems like that won't happen until early next. Even at 733 MHz, I expect Itanium to easily tower above the Alpha.

You know, I have often wondered about what would have happened if an alternative settlement with DEC had occurred.

Rather than getting StrongARM and the Alpha manufacturing, what would have happened if Intel had instead taken all of DEC's semiconductor operations? Alpha was always a solid technology that was marketed horridly. Intel could have taken this chip mainstream pretty quickly. And we would be well on the way to speeds that are now just promises with Itanium. In the meantime, CPQ probably still would have purchased DEC, given the semiconductor business was the least attractive thing for CPQ to own.

It would have been a win for everybody involved. Oh, wait, it wouldn't be a win for McNealy. And he surely would have wailed to the FTC to block the deal, and they probably would have listened.

Never mind.



To: Tenchusatsu who wrote (109069)8/31/2000 10:14:06 AM
From: Rob Young  Read Replies (2) | Respond to of 186894
 
Tench,

"Rob, it amazes me to see how far Alpha has slipped. Weren't you saying last year that 21264 will hit 1 GHz this
year? Seems like that won't happen until early next. Even at 733 MHz, I expect Itanium to easily tower above the
Alpha."

Go back and read what I quoted from Paul. The only
thing Itanium will "tower over" anyone at is RC5.
"The Dryhstone of the 21st Century." In your own words
you are "very worried" about Foster and Willamettes impact
on Itanium. I would be too. You can't have it both ways.

Itanium isn't going to outperform Alpha at any benchmark
of significance. A product has to ship. The fact that
Intel is downplaying SPEC doesn't bode well for Itanium.
Tell us your read on that? How do you "push" or suggest
that Itanium is also a workstation player if THE single
most important workstation benchmark is ignored? Why is it
ignored? Obviously because the compilers are far from being
world-class and won't be 1Q 20001.

Regarding Alpha and speeds... yes.. very careful about
getting excited about "deliverables" there. Too long
a timeframe. However, we know sooner or later we see
speedy EV68. After all, Compaq has landed the largest
SuperComputer contract of the year with EV68 and 2 others
that are very large (Pittsburgh NSF among them). Quite
obvious price and performance is very good there.

Power4? 21364 in the Wildfire follow-on aka Marvel.
No Problemo!