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

To: Rob Young who wrote (135878)	5/22/2001 11:06:14 PM
From: Dan3	Respond to of 186894

Re: Gordon Graylisch, Intel's director of e-business and communications solutions, admitted on Friday that Itanium will mainly be used as a development technology for IA-64 while companies wait for Itanium's successor, McKinley, next year. I guess you've just explained why AMD's been doing better than Intel this week, despite some strong Intel news regarding Foster. That we've seen specific information about Clawhammer's die size and a part number and feature set from SiS for Clawhammer's chipset likely indicates that the Clawhammer tapeout went well and first silicon looks pretty good, too. So, if Itanium systems prior to McKinley are a development and not a production generation, it looks like the "real" 64 bit generations from AMD and Intel will arrive at about the same time. Intel will deliver a platform that runs none of the existing software infrastructure in anything other than a slow "emulation" mode resulting in a rocky and risky upgrade path. AMD will offer a compatible platform offering a smooth and clear migration path from 32 bit computing. No wonder why the markets have been smiling on AMD during this period of Intel progress - it is starting to look like we've seen the last processor generation in which Intel is the dominant company. Intel has expended something like 6 years and $1.5 Billion on the 64 bit transition and (due to the need to re-invent the software wheel) is behind AMD even though AMD started 2 years ago and spent something like 100 million. In the immortal words of Craig Barrett regarding that other unfortunate decision (Rambus) - OOPS! Dan PS - If a company's going to migrate applications to a non-X86 compatible platform like Itanium/McKinley, they might as well go with a proven OS/Hardware solution like Alpha. At least that way the software guys can't point their fingers at the hardware guys when something goes wrong.

To: Rob Young who wrote (135878)	5/22/2001 11:40:22 PM
From: Elmer	Read Replies (2) \| Respond to of 186894

But we knew that all along, even though Intel would never pubically admit Merced was dead I'm glad you're not a Doctor. You'd be declaring a lot of people dead despite their protests, then ask them to cosign the death certificate. If the rumors are true, this "dead" processor will post the highest floating point SPEC scores ever published. Having already been displaced by P4, your beloved Alpha is slipping further down the performance curve. Imaging that, Intel 1,2.