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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: Paul Engel who wrote (105637)	7/14/2000 9:42:07 AM
From: Rob Young	Read Replies (2) of 186894

Paul, "Compaq sell a bunch of 'em?" Well let's see... Compaq will be selling their Itanium offering with Linux or Win64. Since Win64 won't be production ready until McKinley, that leaves them Linux. A very pricey Itanium offering compared to the 4 or 8 way IA32 servers they ship coupled with unknowns, one would be happy if they did 20% of the IA32 numbers... so maybe 7000 in the first year. Maybe. That isn't a bunch by any measurement. So this time next year (July 2001) we look at how Itanium is doing and listen to Intel marketdroids tell us about how it is just getting started, blah blah and look for more better McKinley. Interestingly, by 1Q or so 2001 Foster is here and makes Itanium look rough at business (I/O) benchmarks so Itanium finds its superior number crunching niche which Linley Gwennap has been steering us to for a few years now himself. Yeah, Linux Itanium number crunchers. Big market for that I suppose. Rob

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