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

To: Dan3 who wrote (164393)	4/21/2002 4:11:29 PM
From: Monica Detwiler	Read Replies (2) \| Respond to of 186894

Dan3 - You wrote Compaq knows what's coming from Intel and AMD, and they may have concluded they can finally nail Dell once they have the Hammers. Compaq thought the same thing when they acquired DEC and the Alpha processor - didn't they? Didn't work, did it? You think Compaq's customers are going to risk their corporate business on a first generation CPU, first generation chip set, unproven everything, with only a 2-way upside possibility - when proven 2-way, 4-way, 8-way, 16-way and up capability are available from Intel and its chip set suppliers? Before you answer, tell me AMD' stock price - and reflect upon what that means for AMD's future - as predicted by investors. Monica

To: Dan3 who wrote (164393)	4/21/2002 7:18:25 PM
From: wanna_bmw	Respond to of 186894

Dan, Re: "maybe Compaq sold off its Alpha team because of what it saw coming from AMD..." They dumped Alpha to use Itanium. Everyone knows that - it was all over the news. It might be helpful to read more publications other than Van's Hardware to give you a broader perspective on the industry. I still think that Hammer will have quite a bit of difficulty competing with Itanium in the high end. It may have a good integer score, but I think that Itanium will have the scalability, the features, and the transaction performance to kick Hammer into next Sunday. And that's not even considering the HPC market, where Itanium's floating point should rival even the Power4. wbmw