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Technology Stocks : Silicon Graphics, Inc. (SGI)
SGI 86.00-2.7%Nov 17 3:59 PM EST

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To: Ms. Baby Boomer who wrote (8536)2/12/2001 6:27:38 PM
From: Gopher Broke  Read Replies (1) of 14451
 
"Intel must successfully roll out a replacement for its IA-32 architecture in order to remain an industry leader," says report author Gordon Haff.

Well that about sums up analysts for me. Never mind a discussion of the pros and cons of the Itanium architecture, simply state that if Intel is to remain an industry leader Itanium must be a success, therefore it will be.

Anyone else see a flaw in the logic?

And the prediction of 42% is laughable. Would that be 42% plus or minus 30% perhaps?

Itanium will never be more than a prototype. The follow-on, McKinley, has been delayed and may never see the light of day. Intel's only hope is to produce an x86-64 to compete with Sledgehammer.
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