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: Tony Viola who wrote (126608)	2/4/2001 12:47:21 PM
From: Dave	Read Replies (2) \| Respond to of 186894

Tony, Maybe the likes of TigerDirect, Everex and Accubyte will use them Well, I respectfully disagree Tony. Those 2nd and 3rd tier vendors might be addressing an aspect of the market that Intel is not in. Ever thought about a sub $1000 server? The question might be, how big of a market will there be for inexpensive servers.... IMO, one of the challenges Intel faces is as AMD's fabs are able to produce more and more chips, it might cause uP prices to fall at a faster rate.....

To: Tony Viola who wrote (126608)	2/4/2001 1:31:41 PM
From: Paul Engel	Respond to of 186894

Tony - re: "Point is, even if VIA does a chipset around AMD's "server effort", it doesn't mean the likes of Compaq, HP or IBM will touch it. Those guys want complete sever product lines up to 8-way and beyond. " Excellent point. The major OEMS - as you note - have 5 years of SUCCESSFUL experience with Intel's SMP chips and chip sets. Of course, as you also note - the Tiger Directs may make a big "corporate thrust " with these "prayer SMP chips" from AMD and VIA. Paul

To: Tony Viola who wrote (126608)	2/4/2001 1:46:45 PM
From: Dan3	Respond to of 186894

Re: even if VIA does a chipset around AMD's [Intel's] "server effort", it doesn't mean the likes of Compaq, HP or IBM will touch it. Is that a modified joint quote from SUN, DEC, and the AS400 division referring to Intel's attempt to market SHV servers? Dan