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

To: Mary Cluney who wrote (131717)	4/5/2001 3:40:43 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Mary, Re My reading is it is more likely to refer to revenue for Itanium based system, rather than Itanium the processor itself. " >>That's what I thought, but the report specifically stated "server processors", not "server systems." Is the report wrong? >>> >>>>I don't think the report is wrong. I wish that could happen, but, as an INTC holder, I would be ecstatic to see even IA64 server revenue reach $25 billion by 2003. There is the thing called ramp, which you can't do that fast from, say, a June - July release of Itanium. On top of that, this year's Itanium is not supposed to be the high volume one either, that being McKinley, which isn't out until next year. So, we'd need a chip to ramp (OK, Madison and others come out eventually also) from a low amount to $25B in a year and change. Then, there's the OEM's finite ramp realities as well. Anyway, No way Jose. Tony

To: Mary Cluney who wrote (131717)	4/6/2001 4:36:10 AM
From: Amy J	Respond to of 186894

Hi Mary, excellent post. I don't doubt the large market size (and in fact, it's one of the reasons why I'm loaded up in INTC), but I doubt time on ramp up, that's all. Regards, Amy J

To: Mary Cluney who wrote (131717)	4/6/2001 5:23:10 AM
From: Joseph Pareti	Respond to of 186894

does your analysis include the UltraSlow (TM) GIGAFLOP and that hopefully the big boys will eventually get p***d off with McNealy's BS ?

To: Mary Cluney who wrote (131717)	4/6/2001 5:43:58 AM
From: Joseph Pareti	Read Replies (2) \| Respond to of 186894

INTEL CTO SEES "GIGA PC" ARRIVING BY HOLIDAY SEASON In line with the "new wave of platform growth " that Craig discussed a few years back, or do we want to believe in the impending stone age a-la-FUCKenstein ? HPCwire ============================================================================== Anaheim, CA -- Dan Neel reported: Innovations from Intel and Microsoft, combined with work by computer makers, will deliver what Intel Vice President and CTO Pat Gelsinger calls the "Giga PC" by the end of the year. In his keynote address at the WinHEC 2001 conference, Gelsinger said the arrival of innovations such as gigahertz-speed system buses, gigabit connectivity, gigabyte storage capacity, and faster Intel Pentium 4 processors will all happen before the end of the year. "The result of all [these innovations] will be what we think of as the Giga PC," Gelsinger said. WinHEC is Microsoft's annual developer's conference for computer makers. The Intel CTO also told the audience to expect a 1.7GHz version of the Pentium 4 chip "very shortly." According to Gelsinger, a Giga PC will likely run a version of the Windows XP operating system. Microsoft announced a Beta 2 version of the simplified OS here yesterday, promising full availability by the end of the year. XP is based on the Windows NT kernel, according to Microsoft. "Windows XP and the Pentium 4 processor will enable [the Giga PC]," said Gelsinger, who added that Intel and Microsoft are aligned to deliver the Giga PC before the holiday shopping season. On the IA-32 front, Gelsinger said an SDRAM (synchronous DRAM) version of the Pentium 4, code-named Brookdale, will arrive by the end of the year. IA-32 is Intel's name for the company's 32-bit PC operating system. On the IA-64 front, Gelsinger said that Intel's McKinley chip is still set to go to market next year. McKinley, Intel's next-generation 64-bit processor for high-end database applications, will be followed by improved versions of itself, code-named Madison and Deerfield. No time line was given for Madison or Deerfield. Intel only recently began pilot programs for Itanium, McKinley's proof of concept, late last year. Gelsinger also said 64-bit client computers running a 64-bit version of Windows XP will hit the market in the second half of this year. ************************************************************************ H P C w i r e S P O N S O R S Product specifications and company information in this section are available to both subscribers and non-subscribers. [ ] 530) DataDirect Networks [ ] 947) Etnus / TotalView [ ] 529) Linux NetworX [ ] 929) Essential [ ] 528) API NetWorks [ ] 921) SGI [ ] 526) GENROCO [ ] 934) Hewlett-Packard [ ] 527) Intel [ ] 949) Visual Numerics [ ] 525) Honeywell [ ] 930) NEC [ ] 948) Cray Inc. [ ] 902) IBM Corp. [ ] 909) Fujitsu [ ] 932) Portland Group [ ] 937) Compaq [ ] 945) NAG [ ] 946) Quadrics [ ] 942) Sun Microsystems For sponsorship information contact: advertise@hpcwire.com *********************************************************************** Send info requests (an X-marked copy of this message) to more@tgc.com ************************************************************************* Copyright 1993-2001 HPCwire. Redistribution of this article is forbidden by law without the expressed written consent of the publisher. For a free trial subscription to HPCwire, send e-mail to trial@hpcwire.tgc.com.