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To: Tony Viola who wrote (137636)	6/19/2001 7:22:53 PM
From: Road Walker	Respond to of 186894

Yo, Tony

To: Tony Viola who wrote (137636)	6/19/2001 8:28:22 PM
From: L. Adam Latham	Respond to of 186894

Tony: Re: Infiniband This is quite surprising to me as well. One of the accounts I used to assist was planning a similar Infiniband launch demo, but it was scheduled for much later than June. I haven't been following Infiniband at Intel as closely in the past few months, but it sure seems like things have sped up. Adam

To: Tony Viola who wrote (137636)	6/19/2001 8:37:45 PM
From: andy kelly	Read Replies (2) \| Respond to of 186894

Hi Tony Could you explain "fabric switches" to me please? (No Big words!) thanks andy

To: Tony Viola who wrote (137636)	6/20/2001 12:34:54 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Tony - Re: "You may well be right on. Do you think you can explain this concept to Joe Osha? " Nope. Osha is a disciple of Kurlak - and he sees only bad things for Intel - and therefore he sees only god things for AMD. I still love Osha's STRONG BUY on TI (TXN) late last year at $49 - as it tumbled into the $20s.

To: Tony Viola who wrote (137636)	6/20/2001 12:48:23 AM
From: Paul Engel	Respond to of 186894

Tony - Re: ". I was impressed at the magnitude of the demo at this stage of Infiniband's life: a five node cluster running database software communicating via a fabric switch with Infiniband in it. Here's another opportunity for Intel to make money " This will be a direct and indirect opportunity. Direct - by selling Infiniband components. Indirect (and the LARGER OPPORTUNITY) - to sell more Intel Server CPUs as Intel-based CPUs with Infiniband will offer performance enhancements - and penetrate new markets for Intel. Paul