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

To: fingolfen who wrote (137949)	6/22/2001 1:33:32 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Intel spent $3.5 billion in order to develop the process... That didn't cost more than a few hundred million (you'd better hope), and that cost isn't included. They spent $3.5 Billion building one FAB to use that process to make Tualatins. Dan

To: fingolfen who wrote (137949)	6/22/2001 3:11:17 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Fingolfen, thanks for the Inquirer article, some comments on parts of it: WHILE THE Powerpointillistas at Intel seem to get into a lather over their mobile and desktop roadmaps very regularly indeed, the server roadmap has been and will be relatively stable during the summer, the autumn and the winter. Why exactly some of the processor technology has been delayed is still unclear. It might be because La Intella has far less competition in this space and can capitalise on its existing Cashcades technology without feeling forced to move the Foster technology into the market early. Still don't know what he means by this. Servers based on Tualatin next month is right on what the industry has been expecting. Like I said once before, maybe Magee saw some pull-in schedule, which was later given up and Intel and the OEMs went back to the original schedule. Intel said this week that OEMs could go ahead and announce products based on Tualatin right away. Let's keep an out eye for the OEMs to start doing so pronto. However, after gazing over the shoulder at the most recent week 22 roadmaps, we see that Intel has added a 512K 1.4GHz Tualatin DP processor for Q1 of next year, showing that it believes these cool babies will be very attractive for servers at the lower levels of the market - La describes this segment as "cost conscious small businesses". This is good. 1.533 maybe also?? The Northwood mPGA478 platform exists for the Xeon Foster platform as early as Q3 of this year, with that processor tentatively priced at $615 and using the 850 chipset. Intel will move these Foster Xeons to clock speds of 2.2GHz and 2.4GHz in the next six months. Definite king of the hill in all respects if this happens. In the first half of next year, we will see Prestonia server platforms using Xeons and offering Infiniband and double data rate (DDR) memory support, as well as having ECC memory and hot plug PCI. These use the so-called "Plumas" chipset. Infiniband availability then is good. Interesting to see how it ramps. Hot plug PCI's been around for a while. Maybe he means for small servers. The ultra dense server market is of great interest to La Intella and the roadmap we saw confirms a report here six or seven weeks back. In Q4 of this year, Intel will into Tualatin low voltage platforms for the UD server markets, with less than nine watt TDP systems - they will include larger memory capacity and ECC support and fit into this little slim form factors that data centres seem to love so much. Blades. Anyone know what TDP means? Mike Magee? The chipsets for these are of some interest. Ultra dense front end dual processors will offer 1.10volt and 512K level two cache and use a third party chipset. These seem to be a bit like mobile platforms - confirming the story my evil twin wrote here some time back. This is pretty killer, IMO. Tony