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

To: Tenchusatsu who wrote (63893)	9/3/1998 11:35:00 PM
From: dumbmoney	Read Replies (1) \| Respond to of 186894

You may be right about Katmai, especially if Intel markets KNI (a.k.a. MMX2) as well as it marketed MMX. Should be easy, since unlike MMX, MMX2 is actually useful. :-) However, despite all the hoopla about IA-64, it's still only going to represent a very small part of Intel's total volume. McKinley, the follow-on to Merced, will probably take off from where Merced started volume-wise, but it's still unclear as to how much revenue the IA-64 line will earn for Intel because of its relatively low volumes. My thinking on IA64 has evolved over time. The nerd in me is still fascinated by a new and radical architecture, but I wonder how the market will greet it. If it only sells to the high-performance FP crowd, what kind of a success would it be? Not much of one by Intel standards. In fact the only real impetus to switch to something new is the 32-bit addressing limit, which won't hit hard for several years. EEAX, anyone?

To: Tenchusatsu who wrote (63893)	9/9/1998 12:43:00 PM
From: Badger	Respond to of 186894

Thanks for your opinion. I can assure you that no one around here is sitting on their laurels. I'm far removed from the chip making side of things. That's Big Intel. I work for a software company that Intel bought a few years ago, called LANDesk. We do network management software. The site I work at is in American Fork, Utah (south of Salt Lake City). Intel also has a site up in Salt Lake, which they acquired when they bought Dayna a few months back. I'm what Intel calls an Information Engineer (IE), a fancy term for 'technical writer.' Hardcopy, online help, that kind of thing. It looks like a great job and I'm very pleased with the environment here, so far. You may be right about Xeon, but I think the situation with Celeron is much more precarious. There's a hump of negative publicity to get over (what with the first Celeron lacking L2 cache and all that) and the competition seems to be rallying. In the end, though, I think Intel will win the 'price for performance' race. Intel's network cards and hubs are indeed doing well, and I think they will be a growing part of the company's profits. I wonder how the Dayna acquisition is working out. Happy hunting! Badger