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

To: Tenchusatsu who wrote (142959)	9/9/2001 8:04:33 PM
From: THE WATSONYOUTH	Read Replies (2) \| Respond to of 186894

If IBM had to charge the same prices for their proprietary solutions as they (and their competitors) do for Intel-based SHV solutions, they will lose money, period. Really? Then it should be easy for you to explain why say an 8 way Itanium system from say H.P. has to be be far cheaper to a customer than an 8 way Power4 system from IBM. Assume they are configured as similarly as possible. Like I said before, the cost of building an entire POWER4 MCM is largely dominated by the exotic packaging. Really? Well the Microprocessor Report estimated a module only (no chips) cost of $400. I believe that includes the multi level glass/ceramic substrate. So if you are correct that the packaging costs dominates, then a complete module would have to cost less than say $600. Now even I think that is too low. But what does it say about your claim that $2500 is far too low???? Yes, I do, unless you have sources that suggest otherwise I'm the source that suggests otherwise. Power4 replaces two SEPARATE chip designs currently being used in R6000 systems and AS400 systems. It is a consolidation that will be complete over time. Apparently, higher end systems will be released first with simpler systems to follow. I suspect this is to counter Sun's upcoming high end announcement. Leaked IBM server roadmaps confirm this. If they do not use Power4 designs in low end systems as you claim, then they will have proliferated yet another chip design for a total of 3 for the R6000 and AS400 systems. Do you honestly believe that?? By the way, the same Microprocessor Report (you know.... the one you must have failed to read) claimed IBM said it plans to offer their Power4 chip in a single-chip module for small dual processor SMP servers. THE WATSONYOUTH