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

To: combjelly who wrote (164360)	4/20/2002 9:53:20 AM
From: semiconeng	Read Replies (1) \| Respond to of 186894

Microsoft is going to be interested in either Hammer or Yamhill, or both. You forgot the other option..... Neither. :-) All I'm saying is that it's a no lose situation for intel. IF...... Yamhill even exists, intel can keep incorporating it into any remaing future IA-32 Chips, while pushing IA-64. And then IF...... X86-64 DOES come to be, then intel can say to the customer.... "Oh, you want X86-64? Did I mention that we also have Yamhill?" Win-Win Baby..... Semi P.S. - We learned alot from that Rambus fiasco :-)

To: combjelly who wrote (164360)	4/20/2002 3:46:44 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Combjelly, Re: " Considering the die size of IA-64 for the announced future, it's unlikely to play much in that market. Sure, there are Xeons, but a certain percentage of the market is going to be interested in 64 bit systems and won't be interested in IA-64..." The value in supporting IA-64 is the higher margins. Do you know how much Microsoft charges for their Windows Data Center versions? It's top dollar, and likely to stay that way, since IA-64 will probably remain a solution for 4+ processor systems over the next 5+ years. Microsoft's value in supporting Hammer is if AMD can show it as a viable server solution, so that it can get the same margins, as opposed to being picked up by the Linux community. If all Hammer ends up being is a consumer level product, then Microsoft would have no reason to support it, since it already controls nearly all of the consumer market, and is in no danger of losing it to Linux. wbmw