Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Gopher Broke who wrote (45302)	6/26/2001 8:11:46 PM
From: muzosi	Read Replies (1) \| Respond to of 275872

Then Itanic will sink. The technology is too poorly conceived for any amount of marketing to save it. Of that I am convinced i think you're missing a very important point: x86 isa is more or less competitive with any risc out there at least in terms of specint. this means whether an isa succeeds has nothing to do with the technology of the isa itself. x86 is the worst isa imaginable to put in a workstation or server but it is in both. whether an isa succeeds depends on how much the owner spends on the implementation/process technology and marketing. for intel, there is no alternative. itanium has to succeed and most probably it is going to succeed. as microsoft, the third version of an isa from intel usually works well enough. even with x86, the first really useable one was the 386. mckinley will limp and whatever comes after will probably a very good chip at around 90 nm or so.

To: Gopher Broke who wrote (45302)	6/26/2001 8:23:26 PM
From: richard surckla	Read Replies (1) \| Respond to of 275872

Dan Schuh... Sorry, that was for Gopher Broke: dailynews.yahoo.com

To: Gopher Broke who wrote (45302)	6/27/2001 2:10:41 AM
From: Paul Engel	Respond to of 275872

Re: "Then Itanic will sink. The technology is too poorly conceived for any amount of marketing to save it. Of that I am convinced. " You just stick your head in the ground and IGNORE the real news - don't you? "In a colossal endorsement of industry-standard computing architecture, Compaq Computer Corp. on Monday announced it has struck a multiyear agreement with chip maker Intel Corp. to move all of Compaq's high-end systems to Intel's Itanium processor platform." I think the term COLOSSAL is appropriate here - don't you? biz.yahoo.com Compaq Commits to Intel for Long-Term 64-Bit Computing By InfoWorld In a colossal endorsement of industry-standard computing architecture, Compaq Computer Corp. on Monday announced it has struck a multiyear agreement with chip maker Intel Corp. to move all of Compaq's high-end systems to Intel's Itanium processor platform. The details of the agreement were made public by Michael Capellas, president and CEO of Compaq, and Craig Barrett, president and CEO of Intel, at a press conference in New York. Under the terms of the deal, Compaq will consolidate its entire 64-bit computing architecture onto Intel's Itanium architecture by 2004. Prior to that time, Compaq will deliver only two more generations of its Alpha processor line to its customers. Alpha chips are Compaq's 64-bit processors that run Compaq's Tru64 operating system. "We will consolidate our entire 64-bit family of servers on the Itanium processors family, and this will be completed in stages by 2004. As part of the agreement, we are going to transfer our Alpha chip technology, the tools that have allowed us to build that, and specific engineering resources to Intel," Capellas said. "This will allow us to continue a transition towards a single microprocessor architecture, and when we're done we'll have a single baseline across all our platforms." With the transfer of the Alpha microprocessor technology to Intel, Compaq will immediately begin to port the Tru64 Unix, OpenVMS, and Compaq NonStop Kernel operating systems and development tools to the Itanium processor family, Capellas said. Compaq hopes this will provide a seamless transition for its Alpha customers onto the Itanium platform. The new family of Compaq Itanium servers will support Tru64 Unix, OpenVMS, and Compaq NonStop platforms, as well as Windows 2000 and Linux. Compaq and Intel will also concentrate on developing 64-bit clustering technologies for Itanium servers. The news sent a shock wave through the industry, particularly in light of Compaq's enormous purchase of Digital Equipment Corp. in 1998. The purchase of Digital fostered the development of Compaq's Alpha technology, and was the biggest acquisition in computer history at the time. "It doesn't look like this Digital deal came off the way [Compaq] dreamed it would come off," said Richard Partridge, a senior research analyst with D.H. Brown, in Port Chester, N.Y. With the surprise announcement, Partridge believes Compaq must now convince its customers of the safety of their Alpha platform investments in the same way Hewlett-Packard prepared its customers before announcing a similar consolidation to the Itanium platform. Hewlett-Packard Co., which co-authored Itanium's IA-64 code along with Intel, will also consolidate its PA-RISC products with Itanium, creating one unified HP platform within three years, officials said. "HP is not going to do PA-RISC chips forever, but HP has been preparing us. They've given us a nice story we've been able to absorb and believe," said Partridge, who feels the move by Compaq is just another step in the inevitable migration of most compute platforms to industry-standard chips. "The chip costs are such that to be competitive in the midrange and low end, you need to look at the high-volume, low-cost, and high-performance [Intel] chips," Partridge said. Both companies are currently in quiet periods and were unable to discuss the financial implications of the significant agreement. Compaq's announcement makes the computer maker the second major Unix vendor to announce a total commitment to Intel's Itanium platform going forward. Launched last month, Itanium represents the first major chip redesign for Intel since the 386 processor. Unlike the RISC design of most high-end 64-bit processors, Itanium's unique, EPIC (explicitly parallel instruction set) architecture enables the chip to work 20 operations simultaneously, and its 64-bit addressability is double that of Intel's 32-bit processor family. Itanium's promise lies in its broad access to ongoing Wintel-based development and support. Only Sun has decided not to offer Itanium. Copyright 2001 InfoWorld.com (US), International Data Group Inc. All rights reserved. Earlier stories from TheStandard.com: Microsoft Supplies the Missing Links Sega to Enter Chinese Game Software Market in June Instant Messaging Is a Bundle for Microsoft AT&T Files Lawsuit Alleging Microsoft Infringed on Speech-Coding Patent Microsoft's Gates All Smiles Amid New Products Visit www.thestandard.com for The Industry Standard's full coverage, news, and analysis on the Internet Economy. Get free email newsletters at www.thestandard.com/newsletters. Email this story - Most-em