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

To: pgerassi who wrote (138773)	7/7/2001 10:11:27 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Dear Pete: <<<I have written software for Medical billing and other such tasks. The amounts of CPU power required are quite small compared to workstations that simulate processes and devices. What is required is large databases (read storage). One such device is the tape library. It holds thousands of tapes yet the robotic systems are controlled by a simple PC system (with specialized software and interfaces of course). >>> For the very reasons that you have been trying to impress upon us, that software, periheral devices, service, and maintenance support costs are so high, first class organizations are not going to skimp on cheap, low rent hardware. To have legions of billing clerk wait on response time (even 20 to 30 secs longer than need be on each time they hit the enter key) while waiting for your system to update and search through tape drives using cheaper 1 or 1 way servers, instead of to close to real time DASD on high end multiprocessor, redundant multiprocessing servers makes absolutely no sense. I am also certain that you are aware that in a realtime, multi user system, with applications, security, DBMS and other realtime software loaded, a 1 or 2 way server could be at 100% utilization with no one using the system. I am sure there is a market for the low end servers that you so fervently believe in, of the type I am certain that our friend Ali Chen, and others like him, can very impressively supply using $200 processors (and probably make a pretty good living doing so), but these are not the majority of the servers (low cpu cost ratio types 1 to 2 per centers) that I believe are shipped from larger manufacturers to companies like Citi Group, Merill Lynch, American Express, Boeing, Fedex, UAL, the Fremont DMV, the Shaumberg Group Healthcare Facility, or the Boulder, Colo public court system - to name a few likely customers. But, trust me, there is a market for multprocessor Itanium servers packed with $24,000, $48,000 or more worth of processors. I just don't know how many of these will be shipped, but I do know they will be shipped by large manufacturers like IBM, HP, CPQ, and Dell - and perhaps not a few (specially configured) from the likes of our friend Ali Chen. Yes, I get it. There are lot of low end servers that are performing functions that can be performed by even lower cost cpu's. A lot of the original IBM PC's, 286's and 386's are plenty powerful enough to serve as fax, print and other device servers. Yes AMD does have a future in the server market. Yes, I get it. Software, maintenance, and other costs are very high. For that very reason, Intel (and maybe even AMD) can charge higher prices for very highly reliable and more powerful cpus in the non proprietary server market. Mary