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

To: Joe NYC who wrote (121014)	12/7/2000 12:29:00 AM
From: Tenchusatsu	Read Replies (3) \| Respond to of 186894

Joe, <The dual-core CPU is kind of a long shot, but LDT can be very important across all product lines. My secret hope is that it will somehow free the world of AGP, which is a curse on the entire industry, the ugliest kludge that Intel ever came up with.> You haven't seen PCI-X, and it wasn't even an Intel invention. But who cares about elegance, as long as it gets the job done? AGP gets the job done (though not in the way Intel originally intended), and so will PCI-X. <We will see if Itanium will be the first non-Intel-compatible processor that succeeds. So far, everything is pointing to the direction that Itanium will be a monumental failure.> Everything I've seen points to Itanium (and its follow-ons) becoming a huge success. Most of the negative views on the Itanium platform are centered around the Merced processor. Almost no one knows the strength of the chipset, or the software support, or the platform support (a heckuvalot better than AMD is getting for their 2-way SMP), or the industry support. <I was surprised about the low opinion you have of X-Box. You know I am not an Intel fan, but I think X-Box will be a great product.> I don't doubt that X-Box will be a great product technically. But I don't think it will be a huge leap over Playstation 2. Nor do I see many people who are looking for a console in 2001 or 2002 choose X-Box over Playstation 2. In my opinion, Microsoft should hike up the specs on X-Box and choose a faster processor in order to stand a real chance of taking on PS2. A 733 MHz Pentium III will be on the order of a microcontroller by the end of 2001. Instead, X-Box should really be sporting a Pentium 4. By the end of 2001 (or mid-2002), P4 should be mainstream and cheap enough. Tenchusatsu