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Technology Stocks : Intel Corporation (INTC)

INTC 48.59

-1.3%

Feb 4 3:59 PM EST

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To: Joey Smith who wrote (149261)	11/24/2001 9:34:37 AM
From: Dave	of 186894

Joey, At this point in time, there is no need for SUN to "acknowledge" the Itanium. Why? Because SUN is, pretty much, the leader in this space. Worst case scenario for SUN is that eventually, they scrap their own processor and architecture and move to an Intel variant. Intel will gladly sell to SUN. Best case for SUN, the Itanium and future variants, flop hence no need to commoditize their SPARCs ensuring high margins. Intel, most likely, will be able to provider a "lower" cost for users who want an Itanium. What I am interested in seeing is benchmarks comparing comparable Sparcs to Itanium systems.

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