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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (37612)	9/29/2000 4:48:15 PM
From: Sun Tzu	Respond to of 70976

Somewhat OT -- Behind the scenes there's a big battle between Intel and Sun Micro. At issue is the new CPU architectures necessary for the future processors. Intel's golden arrow is Williamett (sp?) and Sun's I think is called MAJIC. Intel is heavily backed by HWP. In fact a good chunk of their architecture comes from HP's PA-Risc team. You can read more about these at Arstechnica. But the impression I got from various articles is that there's room for only one of them to be right. Sun's fray into the net-appliances market and their push for JINI, may in a few years change the face of computing as we know it. If that happens, Intel will have a lot more to worry about than making faster/cheaper processors. On a more related note, I think MU is going to announce next week. The conference call could be a market moving event. Does anyone know which day they'll be announcing and what the lowered expectations are? ST

To: Jacob Snyder who wrote (37612)	9/29/2000 5:16:48 PM
From: Ian@SI	Read Replies (2) \| Respond to of 70976

Jacob, Can you explain your comment, or point me to a post that does? Cable isn't as bad as DSL, but it's headed into the same BlackHole. I'm on ADSL, love it, regret not having done this long ago. Think it's the G-lite standard that my service provider is offering using Nortel's 1Mb modems. Price is the same as I was paying my ISP, except this doesn't tie up my single phone line. I believe that ADSL is a clear out and out winner. Thus I don't understand your comment. Ian.