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Technology Stocks : Intel Corporation (INTC)

INTC 36.08

-3.2%

Dec 17 3:59 PM EST

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To: rudedog who wrote (138058)	6/25/2001 12:23:38 PM
From: fingolfen	Read Replies (2) of 186894

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. I agree here 100%. This is possibly the biggest design win ever for the Itanium. It looks as if Intel is going to completely change the high-end landscape over the next 3-4 years. 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. I think it's really a case of Intel having their cake and eating it to. I agree that the most important benefits Intel gets out of this deal is the "compiler, application, and systems stuff..." I am, however, curious to see what Intel decides to do with the RISC designs now that they have access. Regardless, this could be another one of those positive "inflection points" that Barrett likes to talk about.

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