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To: Tenchusatsu who wrote (136374)	5/30/2001 5:15:29 PM
From: Tony Viola	Respond to of 186894

Ten, you beat me to it. Dan, <OTOH, it did force Intel to cut the net OEM price of each of the several million Coppermine and Foster (P4 server) chips in the Xeon family that will be sold this year from what was $1,000 to $3,000 to what now is $300 to $1,000.> Whatever. None of those chips you mentioned are of the large-cache variety, and I can't remember any small-cache P3 or P4 chip which ever sold for more than $1000 at any point in time. Intel's current large-cache processors are Cascades (which is still selling at a top price of $2K, the same as back when it was introduced a year ago) and Itanium (top price of over $4K and not likely to go down until McKinley is released). The prices of these processors have not been affected by anything AMD has done. Intel's overall revenues for these chips are down only because the sales volumes have been hit by the economic climate. (Just ask Sun.) Tony

To: Tenchusatsu who wrote (136374)	5/31/2001 7:03:11 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Tenchusatsu,<<<Intel's overall revenues for these chips are down only because the sales volumes have been hit by the economic climate. (Just ask Sun.)>>> Corporate IT strategies are formulated years ahead of when processes are defined and hardware is aligned accordingly. I have to imagine that IA64 vis-a-vis RISC architecture evaluations going on now have to be holding up some of current hardware purchase decisions - and, may offer Corporate IT executives good excuse to hold up spending during current economic uncertainties. (The good news is that these hold ups in spending are not fungible - and can't last for very long) Do you have any insight into Intel IT strategies? What percentage of their current (inhouse) applications run on Unix OS and IBM mainframes? I know when Paul Engel was at Intel, some of their IT systems were run on DEC hardware. I wouldn't be surprised if some are still running. My guess is that Intels budget for IT runs close to $1B annually. Can you give us some insights as to hardware they use currently and planned? Mary