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: Tushar Patel who wrote (159412)	2/20/2002 10:38:09 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Semiconductor Intel (INTC) 31.34 -0.95: Robertson Stephens channel checks at INTC indicate upcoming price cuts in FQ2, with the potential for pricing to stabilize in the second half; firm also rates INTC's new product roadmap (that offers significantly higher performance, culminating in a 3GHz Pentium 4 in Q1 2003) as "impressive." Robertson Stephens maintains their Mkt Perform rating: although INTC appears to be getting its execution issues rapidly behind it, firm believes the shares have already discounted this success, and remains cautious pending better visibility into how quickly the market embraces the faster speeds or whether higher operating leverage will be there when the products ramp.

To: Tushar Patel who wrote (159412)	2/20/2002 11:06:18 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

While VMware may be reminiscent of VM on the mainframes it is a bit different. Whereas VM essentially took over the machine, VMware runs as a true user process. It is one of the coolest things to come around in a while. I routinely use it at home and we use it at work as well to run Linux and Windows on the same box concurrently. The guest OS runs in just another window managed by the host OS. The cool thing is that the virtual machine can access pretty much all the devices of the host (CD, network, modem, sound card ...) fairly easily. Tushar, what are you running VMware on at home? It sounded like a new development for Intel based machines. It does sound like what was/is called domains in the mainframe world, where several different OSs can run simultaneously on the same box, each assigned its own virtual CPUs, memory, I/O, etc. Great step for Intel based, but sounds off the top like you are ahead of the game using it already. Tony