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

To: Tenchusatsu who wrote (113589)	10/14/2000 7:36:26 PM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Ten, I predict that AMD may try and push 2-way Athlons into the retail space. Oh boy, dual-Athlon boxes in Costco! Who can resist That would be devastating for Intel, if it happens. Scumbria

To: Tenchusatsu who wrote (113589)	10/14/2000 11:04:14 PM
From: milo_morai	Respond to of 186894

Yeah and the Hare was smug too.(eom)

To: Tenchusatsu who wrote (113589)	10/14/2000 11:04:16 PM
From: Rob Young	Respond to of 186894

Tench, Regarding Linley "Merced" Gwennap. You got that right! The guy is such an Intel suck-up it is frightening. You gotta understand he has been marketing Merced/Itanium for at least 5 years now. He got smart though and hasn't really done any Itanium marketing since March. You would think the guy would quit or have enough sense to say things others wouldn't trot out from time to time to point out his inherent Intel suck-up anti-Alpha bias with... Here is one of my more fav suck-ups from his March Itanium marketing piece: linleygroup.com " We have increased our projections of the chip’s SPEC_base performance to 50 int and 80 fp. We expect it to achieve 45,000 tpmC on the TPC-C benchmark in a four-processor system based on Intel’s 460GX chip set and Lion motherboard. These scores should give Itanium performance leadership when it is released, but its performance could be surpassed by Compaq’s Alpha processors within a matter of months. " Stop and think about that paragraph for a while. He knew full well when he penned it Spec95 was going away and yet he also had to say something about performance. So he "ups" performance. Spec performance that a few months later we know Intel won't touch with a ten foot pole knowing full well Itanium's Spec numbers can't match their hype (we heard 50 SpecInt95 for a long time now... could bore you with 97/98 stuff but why bother). Secondly, the painful Alpha FUD. Catch that? "Alpha may catch up in a few months." Catch up to what? Itanium is supposed to ship in volume someday? Itanium will be doing TPC-C? When? Which OS and db? Sheesh. Enough... but good call on your part. The guy is a piece of work! Rob