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


To: Paul Engel who wrote (127861)2/20/2001 12:03:26 AM
From: Joe NYC  Read Replies (2) | Respond to of 186894
 
Paul,

The Hamster will be new - poor chip set support (if any) poor motherboard support (if any) and Intel's Xeons will have been in production since 1997 with millions of such systems shipped and running reliably in Data Centers and Internet Installations worldwide.

True, it will be new, in 2002, so will be Foster (relatively) and Itanium, with possibly the same challenges to overcome. If Intel has to depend on P6 based Xeons in 2002, it would mean that Intel is in a very serious trouble.

Joe



To: Paul Engel who wrote (127861)2/20/2001 12:09:05 AM
From: Gottfried  Read Replies (1) | Respond to of 186894
 
Paul and all, Contrarian David Dreman now sees INTC as a value stock - even though he believes more trouble is ahead ST.
forbes.com

Gottfried



To: Paul Engel who wrote (127861)2/20/2001 12:14:47 AM
From: Dan3  Read Replies (1) | Respond to of 186894
 
Re: I'll just bet Citigroup, the NASDAQ, EXXON and all the other big operations will...

Those guys don't know or care who FABs the ICs. They'll buy whatever is in Compaq's, HP's, SUN's, etc. current servers.



To: Paul Engel who wrote (127861)2/20/2001 12:18:16 AM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Paul, >The Hamster will be new - poor chip set support (if any) poor motherboard support (if any) and Intel's Xeons will have been in production since 1997 with millions of such systems shipped and running reliably in Data Centers and Internet Installations worldwide.

Soon to be joined by Tualatin and Foster based servers, which have the greater part of a year of development into them. Just a few months to finish that development and verification testing, unless the OEMs decide to lay all that aside and start over with some new AMD chip. Fatta Chancea.

Tony