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

To: Tenchusatsu who wrote (142920)	9/6/2001 11:58:12 AM
From: THE WATSONYOUTH	Respond to of 186894

That's a good one. Let's also compare the cost of producing a (P4) Xeon vs. what AMD charges for an Athlon MP. What's your point? See my post to wanna_bmw. I think you need to refresh your concept of what a "large-cache McKinley" is. Intel already announced that McKinley will have 3M of on-die cache, and that's 0.18u. See my post to wanna_bmw That sounds rather low. It's been commented that with the exotic module of POWER4, the silicon basically comes for free. You are talking to the wrong people. The $2500 was Microprocessor Reports estimate. Based on any reasonable estimate of yield, it is too high. I thought you read MR. One more thing. I have not heard any plans for IBM to push POWER4 into 2-way or 4-way space. Their presentations make it sound like POWER4 is only going to start at 8-way and go up from there. Nah... that's just to confuse Intel engineers who spend most of their working hours on investment threads. Do you really think IBM will exclude their fastest design from the largest (1way/2way) segment of the server business?? Ha! LOL! I think the high end stuff debuts first, but it will go all the way down to 1way/2way. Get real. THE WATSONYOUTH