Mary, Re My reading is it is more likely to refer to revenue for Itanium based system, rather than Itanium the processor itself. "
>>That's what I thought, but the report specifically stated "server processors", not "server systems."
Is the report wrong? >>>
>>>>I don't think the report is wrong.
I wish that could happen, but, as an INTC holder, I would be ecstatic to see even IA64 server revenue reach $25 billion by 2003. There is the thing called ramp, which you can't do that fast from, say, a June - July release of Itanium. On top of that, this year's Itanium is not supposed to be the high volume one either, that being McKinley, which isn't out until next year. So, we'd need a chip to ramp (OK, Madison and others come out eventually also) from a low amount to $25B in a year and change. Then, there's the OEM's finite ramp realities as well. Anyway, No way Jose.
Tony |
