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

To: Dan3 who wrote (137698)	6/20/2001 8:59:02 AM
From: GVTucker	Respond to of 186894

Niles cut his numbers for Intel and AMD this morning. Intel FY01 went to 51¢ from 55¢. FY02 also dropped to 67¢ from 70¢. AMD FY01 went to $1.20 from $1.25.

To: Dan3 who wrote (137698)	6/20/2001 1:08:04 PM
From: rudedog	Respond to of 186894

Dan - what in the world are you talking about? The topic "in play" was Sun CompactPCI systems as a blades architecture that had been around for a long time. Since there are no Sun CompactPCI based systems, only some cards Sun makes for other people's systems, I'd say that one is done - Sun has no blade architecture, and also no CompactPCI architecture. In case you didn't know, Sun's dynamic partitioning capability is in pretty sad shape - they basically allow for pre-boot configuration into virtual machines, something the other players have had for 20 years. Sun is not "the one to beat" in large systems - they are not the leader. Or do you not follow IDC?? And as far as "they have become the leaders in reconfigurable multiprocessor systems configured into clusters" Complete nonsense. Sun clusters just graduated from hot failover to a "real" cluster - and they have almost no share in that business. They are 10 years behind the pack in cluster technology. In case you didn't know, Compaq owns about 2/3 of the cluster patents, and IBM owns most of the rest... You obviously don't know what bus Intel is pushing for blades - hint, it's not CompactPCI.