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

To: Amy J who wrote (111042)	9/24/2000 2:41:47 PM
From: EricRR	Respond to of 186894

Hi EricRR RE: "There is no such thing as "demand" for any particular speed grade" -------------------------------------- Why not? Because its a relative market. As with sports cars, customers judge the performance of a potential purchase by the competition, not by some absolute number of how fast they need to get from zero to sixty. Personal computers really have become much like cars, in the reasons why people by them. Most of the cost customers are willing to pay is the result of a desire for luxury, not necessity. There is also the general understanding that no matter how fast a computer is today, software writers will design the next generation of programs to use that power, and so the computer will have a certain finite functional life, irregardless of its absolute speed today. In the web server and workstation markets demand for raw cpu power is a little more pressing. As Anand pointed out in his most excellent article, the number of web page requests a single server can handle is a function of CPU power alone. PS- Why does Intel care that Itanium should run at 800MHz? If all the competition was at 400MHz, Itanium at 733MHz would be considered a smashing success, and "demand" would be huge. Intel just doesn't want Itanium running at a slower MHz then its top of the line (large cache) Xeons. Remember when their MHz upgrade was "postponed?"