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Technology Stocks : Intel Corporation (INTC)

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To: Tenchusatsu who wrote (135380)	5/17/2001 1:52:03 PM
From: Rob Young	Read Replies (1) of 186894

Tench, Main thrust of all that was marketing and managing the marketing bounce. That was/is my read of Amy's paragraph I cut and pasted in reply. From that, we see that managing Itanium's marketing is/was fatally flawed from the outset. Reason: extremely long slippages. EV7 doesn't suffer the same fate as following are spins on EV6 that keep getting stronger and within a few months EV6 boxes will be back at the top of Spec2000 and TPC-C. Itanium is still vapor for another two weeks. Two different pockets of slippages. Alpha is shipping, new Alphas will be shipping. IA64 goes live in a couple weeks, IA64 isn't shipping buyable boxes. So shifting the argument to a future processor (EV7) is bothersome at best. The topic was Itanium marketing. Amy talks about managing it , keeping things quiet, behind the scenes, etc. That is a dream as the schedule slipped so bad analysts fell on their sword, they lost serioius face. Their "analysis" became little more than suck-up pieces. IBM points out that the slippage has seriously impacted their plans: news.cnet.com "Every vendor's [IA64] plans have changed considerably. We had much more aggressive plans 18 months ago," said Jay Bretzmann, product marketing manager for IBM's X series of servers. Very interesting marketing story coming up shortly. Can't wait to see the spin on this. Orwell will roll turn over in his grave in a few weeks I am sure. Rob

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