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

To: Joe NYC who wrote (127874)	2/20/2001 2:22:20 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Joe - Re: "P6 is an end of the life product now, and if Intel has to resort to selling them in 2002 (instead of selling Foster or Itanium) it would be a sign of serious porblems with those architectures." You are illustrating a typical AMDroid complete lack of understanding of the server market. Once a server is designed in and it is working properly - and all the drivers and software and support issuea have been resolved, buyers and users are EXTREMELY RELUCTANT TO CHANGE - especially as the cost of new, duplicate servers continue to DECLINE with time due to component cost reductions. What 2002 will bring is a huge segmentation in the Server market with Intel's Pentium III providing sub $1000 servers, Pentium III XEONS filling up 4-way and 8-way SMP servers in the $5000 - $25,000 range, Foster Xeons will overlap the high end and ITanium/McKinley will fall in to the >$25,000 server range. Intel's older line will continue fort YEARS and their new lines will be ramping up like gangbusters. You think Server OEMs want to doodle along with VIA to figure out why their AMD 2-way Clamsters and PaloGreenos keep rebooting ? Yeah - right ! Paul