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Technology Stocks : Intel Corporation (INTC)

INTC 48.60

+3.5%

Jan 20 3:59 PM EST

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To: Tony Viola who wrote (104153)	6/7/2000 7:15:00 PM
From: chic_hearne	Read Replies (2) of 186894

Re: Big disagreement there. All the major server manufacturers and all the major software developers are putting a ton of effort into Itanium. Itanium may (probably) won't be the volume chip, McKinley will, but Itanium will be the platform establisher. Are all those server manufacturers and software developers crazy? Tony, Itanium has no future, for many reasons. Intel seriously blew a huge opportunity with Itanium. It is way too expensive for companies to keep making thier own 64-bit chips. Everyone wants a comodity 64-bit chip. IMO, there's only going to be one company making a killer chip for servers in about 3 years, IBM. Do you think java will be big on the server side? Do you think Itanium will dominate the server area? Pick one, you can't have both. Java will win. chic

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