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

To: Paul Engel who wrote (131855)	4/6/2001 10:23:51 PM
From: Rob Young	Read Replies (1) \| Respond to of 186894

Paul, "Because now, there are simply NO EXPECTATIONS for the EVx chips." Not true. I came from an engineering workshop two weeks ago that highlighted AlphaServer futures. Even though I didn't sign an NDA, we were told to treat the material as non-disclosure so I won't go into great detail regarding EV7. But it became clear to me from the slides I saw as to why Compaq is winning ALL the high-end (> $20 million)* and a large chunk of the "value" segment in the High Performance Computing space. A chat with the presenter confirmed what I was thinking. Summarizing... A lot of good things occur when: 1) L2 is on-chip (and Intel has been doing this for years) 2) Memory controller is on-chip 3) Network controller is on-chip (asynchronous routing) That is EV7 and it will be and is the high-end chip of choice and it doesn't ship for another year. It will be part of very large systems in a couple years. Son-of-Marvel work has begun (generation high-end beyond the next one... EV7 based "Marvel"). No doubt EV8 based and extreme computing. Rob * Several of these don't -begin- shipping for a year or two. Sandia/Celera for example.