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

To: reynoso who wrote (112864)	10/9/2000 1:23:50 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "If business is so bad at Intel, as the stock plummet implies, why are their processors still being used in important sectors of the new economy?" And if 1GHz CuMines are unavailable, as Scumbria claims, why is IBM designing them into their new server line? EP

To: reynoso who wrote (112864)	10/9/2000 2:20:54 PM
From: Tony Viola	Respond to of 186894

Reynoso, the IBM thin (1U) server, is a full blown server, which holds 1 or 2 Intel CPU chips, memory, hard drives, PCI cards, NIC cards and everything else required to function as a web server, or it can be used for other small server applications. This type of server is also sold by Compaq, Dell and HP. These are the big 4 of the Intel based server manufacturers. They all use Intel only for microprocessors. These companies also all sell servers with up to 8 Intel CPU chips in a box. In the case of Compaq and HP, it gets to 32 per box (this is actually a Unisys product that Compaq and HP resell). As far as I've heard, future plans are for all of the big 4 to remain Intel only for servers, although Compaq has said they may look at an AMD chip. They have also all made public plans to incorporate Intel's upcoming 64 bit (IA64) CPU chips in servers next year. Intel's server and associated chips, boards, chassis, etc. market is a very fast growing segment of the computer market largely because of the explosive growth of the Internet. Every piece of information that gets requested from anywhere in the world has to be processed by a server, so the server business, like that of networking gear and storage, goes up in proportion to the growth of the Internet. Tony