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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: saukriver who wrote (46103)	9/2/2001 5:30:02 PM
From: techreports	Read Replies (2) \| Respond to of 54805

I think you are correct. On 64-bit processing, Intel may become a gorilla. My guess is that that battle is not a foregone conclusion. I have concerns that the 64-bit chip market may not take off readily. Businesses and homes don't need the latest chip as much as some think. The old stuff proves "good enough" for quite awhile. According to Intel, they plan on moving 64-bit computing into the consumer/desktop market in 2005/06. Eventually you gotta think 64-bit computing will be in the hands of consumers..which means the consumer market will become a gorilla game as well. Even if IA-64 doesn't move into the consumer market, the fact that Intel has only one real competitor is still an unbelievable business. btw, what kind of revenues can Intel expect to generate from these chips that will go inside servers? I emphasize that I don't own it and consider it too expensive. We are just discussing the matter of "is Intel (becoming) a gorilla?" Just wondering, but why do you consider Intel too expensive?

To: saukriver who wrote (46103)	9/2/2001 5:32:56 PM
From: paul_philp	Read Replies (1) \| Respond to of 54805

In my consulting work I have started to call this the coming 64-bit Linux tornado which will drive adoption of the IA64 architecture. Why Linux? 1) It is a 'good enough' Unix for most applications and as been well tested in higher end application in the bowling alley. 2) Most applications do benefit from the performance improvement of having 64-bit addressable memory space. 3) Total cost of ownership for a Intel-based Linux serve is 30% - 40% of the Unix sever. 4) It is being driven by eBusiness applications and the web-site folks have been using Linux happily for a long time. The missing pieces for the tornado to form are: 1) a good, fast, affordable IA64-based CPU which Intel promises to deliver with McKinnley. 2) 64-bit native applications. 3) a full suite of Linux-based applications tuned for the IA64 architecture. Most software developers have finished their Linux ports but don't want to release them until their is enough demand to survive the necessary price cuts. So, it all hinges on McKinnley right now. Paul