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

To: Mary Cluney who wrote (141022)	8/7/2001 2:43:38 PM
From: Paul Engel	Respond to of 186894

Mary - re: "Intel must be crazy to spend $billions to capture this market. " Crazy like a fox. The DimBulb AMDroids you have been debating with have only one agenda - to discredit the potential revenue for any market that Intel is in and AMD is NOT in. Paul

To: Mary Cluney who wrote (141022)	8/7/2001 3:41:13 PM
From: pgerassi	Respond to of 186894

Dear Mary: Perhaps the market where small server units are increasing and large server units are dropping is an indication that the buyers are wiseing up to this fact. Serving millions of requests per minute can be done by huge arrays of disks that can do thousands of reads per minute each but, there does not exist one (true rotating disk) that can do millions of reads a minute or even a small number of disks. This can be done by putting a large number of controllers in one server box or ditributing the same number of controllers to many smaller servers. Divide and conquer is not just a military strategy. The OEMs make more money as the value add is in software and engineering (cheap to duplicate) and not in manufacturing (expensive to duplicate (relatively)). This is a win win for both OEMs and their customers. Just not so for CPU chip makers. Small cache P3s, Athlons, and Palominos can fit in 1U cases. P4 probably can fit (heatsinks will be tricky) but, Itaniums are too hot for 1U rackmounts. So this could hurt the IA-64 program LT. Pete