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

To: Tony Viola who wrote (124405)	1/8/2001 1:39:33 PM
From: Tenchusatsu	Respond to of 186894

Tony, <My main concern would be that Broadcomm not shift priorities and somehow delay the chipsets that Serverworks has in development for Foster (and Itanium?) based servers. They may be the only source for those.> No, ServerWorks isn't the only source of Foster and Itanium chipsets. (I'm not even sure SW is going to do anything for Itanium, since they already have their hands full with IA-32.) After SW's first Foster chipset, Intel will have IA-32 server chipsets of their own targeted at various segments of the "volume" server space ("volume" NOT being relative to mainstream desktops, of course). I don't know what parts of Intel's server chipset roadmap overlaps or complements the chipsets coming from SW in the next few years. The picture is just way too complicated, and the situation seems to dramatically change every quarter. But I can tell you that Intel won't be completely dependent on SW in the mid-to-far future. Tenchusatsu