RE: "His discussion of IA64"
Hi Mary,
RE: "Osha: The investment opportunities in this business for the next 10 years are not going to be driven by PCs, [but by] information appliances, consumer electronics, communications. People spend way too much time obsessing on Intel"
IMHO Maybe he's been hearing all the buzz from VCs, and is not listening to IT folks. i.e. The boom in wireless et al has garnered the attention in the financial community to the point where maybe he's ignoring the mega-billion opportunity Intel has with the Server market, which I bet he wouldn't if he talked to IT folks (I'm assuming IT folks will be price motivated to replace those expensive high-end Servers/low-end mainframes with Intel-Inside).
Osha: "This IA-64 ... it will probably only perform about as well, maybe even not as well, as a leading edge IA-32 processor."
Is he trying to create a buying opportunity?
RE: "The market thinks this thing is going to be an instant giant killer, especially all those generalists out there who think IA-64 is kind of like another chip. IA-64 is an instruction set, it's not a product. The first product using IA-64 was called Merced, and is now called Itanium."
Ever hear of the old expression, "can't sell a product, got to sell a solution." Sun sells a solution. [Tony, thanks for your Etrade post]. What is Intel's response to that?
Regards,
Amy J |
