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Technology Stocks : Intel Corporation (INTC)

INTC 36.71

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To: maui_dude who wrote (131485)	4/2/2001 1:31:56 PM
From: maui_dude	Read Replies (1) of 186894

Artile : "Intel Banks on IA64 to Compete with Sun" at electronicnews.com Here are the revenue projections for server-processors (hope the projections are not revised with the market downturn): The market is big and is certainly up for grabs. According to a server-processor revenue forecast from JS Bancorp Piper Jaffray, revenues from IA64 processors are expected to reach $25 billion in 2003. Revenues from RISC processors are expected to remain flat for the next two years and actually decrease to $35 billion in 2003. The total server processor market is expected to reach $89 billion in 2003. About Itanium : Analysts who were skeptical about earlier versions of the Itanium have now changed their tune. "Earlier the Itanium was not meeting expectations, but now it's more fine-tuned," Ghatpande said. More importantly, Itanium has garnered support from all major OEMs and analysts believe it will offer a better deal on price/performance. Maui.

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