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


To: GVTucker who wrote (173979)4/4/2003 11:06:14 AM
From: The Duke of URLĀ©  Read Replies (1) | Respond to of 186894
 
(Paul DeMone criticizing Mike Magee)

Topic: More Yammer(Hill)ing from Mike

Name: Paul DeMone (pdemone@igs.net) 4/2/03

Here's the link:
theinquirer.net

"THE EXISTENCE OF Opteron and Athlon64 processors with support from Microsoft, and even apparently its thorough endorsement, will put some serious pressure on Intel to re-examine its desktop 64-bit strategy."

Serious pressure to address an non-existent market? Where is this 64 bit market? Where are the masses of small businesses and home users who are buying Sunblades and old Alpha systems on ebay to do critical "64 bit stuff" they can't currently do on x86?

The only times Intel has been forced by MS to rejigger its chips was when its chips got too far ahead of MS, not from falling behind. Any one remember the changes to P6 between PPro and Klamath PII to address the 16 bit legacy code in Win 9x?

"But the really big blow for Chipzilla would be if Dell decides that Microsoft Anvil sounds really really groovy, and the Opteron bandwagon grows."

LOL, even the most partisan AMD supporters rarely fall for this one any more. Especially since a Dell executive has publically said it would be introducing I2 based hardware later this year.

"No-one need ever know that Intel has done a humiliating u-turn if the spinning proceeds properly. Just look how Chipzilla could face down the Rambus, the Caminogate and the Carmelgate fiascos."

An obvious sign that Mike is really reaching for a story when he has to bring up the 820 chipset again as justification for completely unrelated conjecture.