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

To: dale_laroy who wrote (136187)	5/28/2001 1:22:44 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

This would be especially true if IBM were to replace all their Xeon based servers with Sledgehammer based servers, which could very well be the case if IBM is a major foundry for AMD processors. When pigs fly. What are you guys smoking, anyway? Relatively speaking, IBM's server division doesn't give a rat's a** about IBM's semiconductor division. Since Gerstner took over, it's been like, sell your mother's house if it makes money. No love lost between divisions. IBM is going to desert the gorilla for the chimp, right!

To: dale_laroy who wrote (136187)	5/28/2001 3:44:16 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Re: "But, assuming Sledgehammer is technically as great as AMD claims it will be (or at least as close as Athlon was to its prelaunch hype), Intel could quickly lose this lead. " BUT ?? But, assuming !?? So - now you are down to BUTs and ASSUMING !! Intel offers fast CPUs and FIELD PROVEN SMP chip sets - and AMD has yet to demonstrate a simple 2-way SMP AthWIper system. Get real - do you think AMD is going to go from ZERO to 50% of SMP market share in a month? Do you think Intel will be standing STILL for the next 18 months while AMD tries to figure out how to make a SludgePumper - then spends another 18 months trying to get a chip set to work with TWO SludgePumpers? By late 2002, how many 2-way thru 16-way Intel CPU systems wil have been placed into service - 700,000 ? - 1,200,000 - 3,400,000 ? And you think when AMD throws something over the wall, an IT manager will say - "Geez - AMD's systems are $400 cheaper - let's throw out our 12,000 Intel systems and stick in these new AMD thingamajigs - and maybe they might run the same software and not crash !!" Get real. Paul