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

To: wanna_bmw who wrote (167436)	7/4/2002 7:41:01 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: We've seen Itanium2 under HP-UX beat POWER4 under AIX on some compute-intensive benchmarks substantially Yep, inverting arrays, of a size chosen to fit Itanium's cache, with multipass compilers optimizing for the data, Itanium is swell. But running a database or application server? 4-way Itanium runs at the same speed as 2-way PIII. At least, that's what the benchmarks we've seen so far, have shown. Those were Itanium 1 benchmarks, Maybe 4-way Itanium II will run as fast as 4-way PIII. Do you think Dell passed on Itanium II because it performed so well? Intel is offering a complete solution, configured in a case, ready to go. Your dog has all the engineering skills and resources needed to get into the Itanium II sales biz. All Dell had to do was slap a sticker on the box and add a page to their web site. Absolutely no engineering or qualification of any kind required. Yet Dell still passed on Itanium II. But go ahead and tell yourself that Itanium II is a low cost, high performance wonder. Eveybody knows what a helpless pack of fools make up Dell, at least as far as the marketing of PCs and servers is concerned.

To: wanna_bmw who wrote (167436)	7/4/2002 7:41:35 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Now that's very interesting, especially since Itanium 2 only runs at 1GHz, while the Power4 is at 1.3GHz. The 1.33GH-1.6GHz Madison processor coming out in Q2 2003 should be even more interesting. :-) Yes, also the Power4 has 128 Meg L3 cache... EP

To: wanna_bmw who wrote (167436)	7/5/2002 12:26:24 PM
From: fingolfen	Read Replies (3) \| Respond to of 186894

Now that's very interesting, especially since Itanium 2 only runs at 1GHz, while the Power4 is at 1.3GHz. The 1.33GH-1.6GHz Madison processor coming out in Q2 2003 should be even more interesting. :-) I'm very impressed with the turnaround in IA-64 performance. One thing to remember here... that Itanium 2 is not running on SOI... it's not even running on 0.13 micron... It's running on Intel's almost 4-year old 0.18 micron process! And all this time we were told by our "reliable" source Dan3 that Itanium 2 "real world" performance would be rather "dog" like. Maybe my definition of "dogish" performance is different than Dan3's, but "substantially" outperforming the industry leading Power4 processor sounds to me like Intel could have a real winner on their hands. Dan probably still thinks AMD is going to surprise with revenues this quarter, and is gaining market share as well...