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

To: Elmer who wrote (151111)	12/5/2001 12:16:45 AM
From: Dan3	Read Replies (3) \| Respond to of 186894

Re: Compaq already slit Alpha's throat so what are they gonna do? Fall in love with Hammer? That's the $800 Billion dollar question for Intel, isn't it? A single line of computing systems, with consistent software and hardware from desktops to the data center. That's AMD's strategy. It used to be Intel's strategy, but Intel is walking away from it. We'll see how it turns out. Will companies mind maintaining two totally different sets of computing environments (Intel's approach), or will they prefer to consolidate on one platform (AMD's approach)?

To: Elmer who wrote (151111)	12/5/2001 3:19:55 AM
From: Joe NYC	Read Replies (2) \| Respond to of 186894

Elmer, If Compaq decides to wait and see just what are they waiting for? They're committed. Intel to deliver microprocessors, rather than promises and press releases. Compaq can decide to do what Dell does: forget R&D, let Intel come out with the first working reference design, and Compaq can just resell it the same way Dell does. They can wait, and commit serious $$$ when they get a CPU that's for real, not for just for piloting around. Joe

To: Elmer who wrote (151111)	12/5/2001 11:26:05 AM
From: Tony Viola	Respond to of 186894

McKinley is imminent and will knock your socks off. Barrett isn't going anywhere. Compaq already slit Alpha's throat so what are they gonna do? What sold Compaq even more than McKinley's excellent performance improvement over Merced was Intel's IA64 roadmap, and their commitment to it. Apparently, with McKinley, Madison and then 0.10, or 0.09 now, micron IA64 follow-on parts Compaq saw an approximate doubling of performance, every couple of years I think, for the IA64 chips they'd be using, out to at least 2006. Nobody else could come in with a half way believable roadmap like that, not the Alpha team, and certainly not AMD. I don't know if they looked at IBM, Power 4, e.g. The lifelong strength of Intel and believability that they will be there long into the future is a lot more important than a "sighting" or something on the current chip. IBM and HP have the same confidence. The recent "infidel" comments from Dell were surprising, have to admit. Tony