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Technology Stocks : Intel Corporation (INTC)

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To: Tony Viola who wrote (126677)	2/6/2001 2:09:25 PM
From: Rob Young	Read Replies (3) of 186894

<Of course, IBM is hedging their bets by developing around IA64. OTOH, if McKinley based servers end up taking on, possibly cannibalizing RS6000 and S390, IBM could stand to lose a lot of business.> McKinley, cannabalizing RS/6000? Don't think so. McKinley is a toy compared to Power4. realworldtech.com IBM hedging their bets? Perhaps. Maybe some day there will be a demand for IA64 and maybe someday IA64 is less than 3 years behind Power4/Power5, etc. architecture (it won't be next year). Rob

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