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

To: Scumbria who wrote (128980)	3/3/2001 7:45:12 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "Maybe high bandwidth apps will be commonplace in three years, but by then AMD will be there too" Yes I'm sure they will be with whatever bus architecture they come up with to replace the disaster EV6. Meanwhile the P4 bus is much faster today and will be even faster in 3-5 years. AMD will take your perspective and be designing for fast wordprocessor response plus blazing blasting of mutant aliens. Re: "P4's good features are ahead of it's time, and it's bad features (i.e. cost and mediocre performance on legacy apps) hit it right where it hurts" Well the future is the direction we're headed and I'd much rather they be ahead of their time than designing for old office benchmarks. The die size will get smaller in the future. The PPro had a larger L2 die than the processor itself and the package was expensive. It evolved into the CuMine which is cheaper to manufacture than Athlon. Good thing Intel was looking forward and not backwards like you. Just like the P6, the P4 design is utilitarian and will serve as the basis for the IA32 server line as well as the desktop. Just like the P6 bus wasn't very useful for single sockets, did it ever occur to you that there might be something in the silicon that is intended for the server line? Why do you think the die size grew so much on this first incarnation? I know... Intel is just a bunch of morons who didn't have you guiding them. We should all be so lucky. EP

To: Scumbria who wrote (128980)	3/3/2001 8:45:33 PM
From: Tenchusatsu	Respond to of 186894

Scumbria, <Maybe high bandwidth apps will be commonplace in three years, but by then AMD will be there too> Because no one needs anything faster than the fastest AMD can provide at the moment. Tenchusatsu

To: Scumbria who wrote (128980)	3/3/2001 10:43:52 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

SCUMbria - Re: 'Intel has a hole in their lineup as wide as the Grand Canyon." What about AMD's HOLES in Servers and Laptops and MiniLapTops and Business Machines? Paul

To: Scumbria who wrote (128980)	3/4/2001 12:20:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Scumbria, unfortunately for both companies, desktop PCs probably have no growth this year, maybe negative. Too bad AMD finally got a decent chip in that area at the wrong time. It's obvious that Intel is pouring on the coals where the growth now is: notebooks and servers. The modular, or blade approach to servers (servers or server parts vertically plugged into a backplane with no wires between them) will probably result in 90% of existing front end and mid-range servers being replaced by 2005. AFAIK, all of those modular servers and CPU sub-servers are in development at the major OEMs on Intel CPUs. Too much emphasis on desktop here. It's not dead but it's not very healthy. AMD is not where the growth is, as usual. Tony