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Technology Stocks : Intel Corporation (INTC)
INTC 37.83-4.2%3:59 PM EST
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To: Amy J who wrote (98815)2/12/2000 4:41:00 AM
From: Tenchusatsu  Read Replies (2) of 186894
 
Amy, from one of your links to a Sun investor:

The world could be innundated with Itaniums and even IF they were RISC-killers (which they aren't), who are the companies that support SOLUTIONS using Itaniums???? What kind of solutions? How long have they been in business providing those solutions?

This person (Cheryl Williamson) has a point. Itanium is not going to magically penetrate into Sun's business just because it's going to be a RISC-killer. It will definitely take time and energy to make Itanium a success in the back-end where Sun is currently dominating.

The good news is that Intel knows better than anyone else the challenges it faces with Itanium. They recognize that it's the total SOLUTION that counts. (Notice I put SOLUTION in all caps, just like Cheryl.) So Intel is going all out in making sure that everything from hardware to software is being established.

The advantage that Intel will push is the proliferation of the Itanium platform. Instead of one company providing one kind of solution for everyone's needs, you'll have several companies providing customized solutions for different customers. Some customers will want to go with a trusted vendor like Compaq. Some will go with cookie-cutters like Dell. Some will need heavy-duty stuff coming from IBM. All these solutions will be able to draw upon the same pool of software tools and resources. But more importantly, all of these solutions will also draw upon a common set of hardware building blocks, the main ones being the Itanium processors and the IA-64 chipsets. And guess who'll be supplying most of these building blocks? Intel.

Bottom line is this: If the Xeon platform is gaining popularity vs. Sun, guess what happens when the Itanium platform gets established in a year or two and starts following the same path to success as Xeon?

Of course, all this depends on excellent execution from Intel.

Tenchusatsu
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