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: Joe NYC who wrote (151143)	12/5/2001 11:37:31 AM
From: Tony Viola	Respond to of 186894

Joe, 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. How does Compaq do that for their VMS and Tru64 customers to be able to buy follow-on machines in a few years, i.e., wait for Intel to develop fully validated servers on those proprietary platforms? I suppose Intel could do it but no way in hell that they ever will. Of course, the Tandem solution on Itanium would wait forever to be developed unless Compaq does it. I guess you don't understand that you don't just stamp out million dollar server designs on a new platform like so many Christmas sugar cookies. Tony