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Technology Stocks : Intel Corporation (INTC)
INTC 39.50-3.1%Dec 11 3:59 PM EST
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To: rudedog who wrote (138058)6/25/2001 12:04:33 PM
From: Paul Engel  Read Replies (1) of 186894
 
Rudedog - Re: "A much bigger win IMO is that this places CPQ, which has a lot of 64 bit expertise, squarely in the Itanuim camp. Their high end and very high end stuff will make some great proof points for anyone who doubts if Intel is ready to do the biggest jobs.
It's not so much the processor technology, as all the related compiler, application, and systems stuff that will help power a more rapid shift to Itanium. Sure looks like a big win for Intel to me. "

Excellent summary and analysis.

Paul
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