Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 38.29

-3.1%

11:39 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: rudedog who wrote (138058)	6/25/2001 3:35:57 PM
From: Saturn V	Read Replies (1) of 186894

Rudedog, I think this is a major win and a vote of confidence for Itanium. Effectively Compaq is stopping new CPU development, and whatever development is being done for Alpha is the minimum needed to meet existing commitments. Compaq will quit the CPU business and will use its hardware expertise in integrating CPUs. So all the Digital and Tandem software gets ported to the Itanium platform. Looks like Itanium is rapidly approaching the critical mass for eventual domination of high end computing ! Since more and more software will get ported to Itanium, companies like Sun will have no choice. At present McNeely is choosing to go it alone, but the brutal cost of CPU development will make it very difficult for Sun to stay on the performance treadmill. I am sure that this Compaq announcement will hasten the day when Sun will make a similar announcement. The alarm bells should be going off in McNeely's office, and he should be considering a similar action. Unfortunately Sun has lost valuable time by staying away from Itanium for this long.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next