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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (46828)	2/12/1999 7:28:00 PM
From: Timothy Liu	Read Replies (1) \| Respond to of 132070

Merced, McKinley, it does not matter. What matter is IA-64, just like x86. You know what IA stands for, do you :) Tim JMHO of course

To: Earlie who wrote (46828)	2/13/1999 8:22:00 AM
From: Mary Cluney	Respond to of 132070

Earlie,>>>- I would be surprised if they end up employing Merced. McKinley, maybe. That rumoured little problem is only one of several.<<< What is important for Intel investors is that IA64 will roll out next year. Initially, it will have the computing power and software that more than matches mainframe computers from a decade ago and it will bring down the cost of that type of computing by several orders of magnitude. It will be , without a doubt in my mind, the platform of choice for the vast majority of high end computer users - with the possible exception of current IBM S390 customers - who for the most part, have no choice but to continue with S390 because of the huge investments they have already made in terms of dollars and human effort. Unless there is a platform that is on the drawing boards, either right now or within the next 5 years, and that will have the same resources (dollars and infrastructure) as Intel is committing to IA64, IA64 will dominate computing for at least the next 25 years. By itself, in the narrow sense, IA64 will not generate the top line growth that Intel will need to be perceived as a growth engine. But, IA64 will be at the very center of all Internet activity. This is the equivalent of, in military parlance, occupying the high ground, or in squash/racquet ball of dominating in the center of the court (and to further mix metaphors) with the leading trainer and jockey riding your prized thoroughbred. So much for my untrained musings. What are your thoughts on the future of computing? What if you were given several $B to establish a data center for the next century, for say Merrill Lynch, to integrate all their trading (online and otherwise) with their sales and back office work and you could start from scratch and didn't have to go online for another 5 years? Mary