Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: brushwud who wrote (147564)	11/12/2001 7:08:37 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Brushwud, Re: "this guy designs uPs at SGI & seems dubious about Itanium" Dubious, sure, but you spin it like it's a bad thing. "On the parallel, SGI is developing/selling system based on Intel's Itanium/Linux. However, the revenue from that is currently mininial. Will it take off? Who knows." It's true that Itanium is a niche product right now, with markets that are only just beginning to be realized, but infrastructure is growing every day, and there are plenty of new designs on the roadmap. I don't expect all the employees to be enthusiastic about Itanium's future, but in their position, they might as well give it the benefit of the doubt. wanna_bmw

To: brushwud who wrote (147564)	11/12/2001 7:22:23 PM
From: Dave	Respond to of 186894

brush, I was under the impression the Silicon Graphics abandoned designing their own chips years ago and went with an intel only solution. Personally, I can understand why that might be the "kiss of death" for companies, such as Silicon Graphics and Intergraph, since the manufacturing of "boxes" is a commodity like product.... Of course, designing their own chips and infrastructure could "lock" in customers. Although it is way before my time, I would say a good comparison would be mainframes since each mainframe vendor had a different OS and architecture (am I correct, or am I going to be stoned for these blasphemous remarks). When SGI, Sun, etc., designed their own chips, they could differentiate their product, albeit at higher costs.....