Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Mary Cluney who wrote (119255)	11/26/2000 1:54:27 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: This is about data warehousing, data mining, transaction processing, enterprise resource planning (ERP), supply chain execution (SCE), customer relationship management (CRM), warehouse management systems (WMS), and the myriad financial modeling, analysis, forecasting, and what if types of applications - not to mention the unigue requirements of federal, state, and foreign governments and their military establishments. These applications and economies dwarf the consumer PC market that most of us understand. Few of us really understand the implications of 600 Billion lines of Cobol computer code that is still in existence and in use. Exactly - although I think the importance of Cobol is finally becoming a non-issue as GUI apps begin to dominate. Much of the custom software in use today has been developed in scripting languages or interpreted languages. And as the use of semi-automated GUI builders becomes more prevalent, so will the dominance of these applications. Systems using programs built with VBA, JavaScript, Powerbuilder, Oracle Tools, etc. are the sorts of applications that seem to benefit least from processors like the P4. They are also applications that that operate through several layers of code abstraction, which can make the performance of even 600MHZ machines seem painfully sluggish. An IT manager looking to upgrade existing systems may well find that P4s offer little or no help in improving the responsivness of existing systems that are running these applications, while an Athon shows an obvious improvement. There was a wave of JVM applications that often were rejected during the past year because performance was unacceptable even on .5GHZ class machines. Have you seen any benchmarks for P4 on Javascript / VBA applications? (I recall some benchmarks have been run, but can't recall them, anyone have a link?) These may be the best indicator for the future of P4 as a corporate desktop processor. And remember that in moving from P3 to P4 Intel loses the advantage it had compared to AMD in terms of power consumption. From now on, AMD systems can be just as compact as competing Intel systems and just as friendly in terms of desktop real estate use. (important for IT procurements) Regards, Dan

To: Mary Cluney who wrote (119255)	11/26/2000 4:37:51 PM
From: dybdahl	Respond to of 186894

You are absolutely right, that P4 is the long-term solution. But do you remember token-ring? Ethernet was cheaper and suddenly also faster, although token-ring was in many ways a better solution. Why do we still drive cars when the train is so much more sophisticated and much more environment friendly? Intel will get success with P4, and AMD's increased market share won't hurt Intel as much as it helps AMD. But AMD still has the edge, and Intel won't get it before a year or two.