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

To: Tony Viola who wrote (154682)	1/10/2002 1:25:17 PM
From: fingolfen	Respond to of 186894

True. I was trying to point out an "on a scale from 1 to 10 type thing", that Hammer is a 10 to AMD. Itanium may be a 7 or something to Intel. It is true that Compaq, e.g., has canceled all MIPs and Alpha efforts after a certain point in the future for their Tandem and tru64 machines, to go all Itanium for them. I have no doubt those will happen, it's just a matter of time on the milestone schedules. But a month or a quarter slip won't make Compaq go back and say, to hell with Itanium, we're going back to Alpha. Too late. Many more hammer slips, OTOH, and AMD gets into deep doo doo. The way I see things is as follows. Merced was late... WAY late. If it had come out in anything resembling "on time," it would have been a world leader by a fair margin. According to the Inq, Intel's produced 30,000-ish of them, and has shipped far over the "500" that's brandished about here. I'm sure at least half never left Intel for various reasons, but I'd expect that from a new architecture (the K7 volumes were very low in the beginning as well, as were P4 volumes). Any new architecture requires extensive validation. Itanium wasn't just a new architecture, it was a completely new type of processor. McKinley's allegedly a much better chip... first ones due out soon, but they're going to be on 0.18 micron... I'd really like to see Intel get it over to 0.13 micron ASAP. It would increase the frequency and performance nicely. I think McKinley is going to rectify a multitude of Merced sins. Merced appears to have been relegated to the role of "test bed" or "concept car." Intel's IA-64 roadmap is extensive, and with the addition of the Alpha engineers to the program, future products could be very entertaining. I'm a bit disappointed with Merced, but I think McKinley will redress the imbalance. I don't know if Merced sales have been what Intel wanted, but Intel always indicated that it would take a while to recoup the initial investment in IA-64.