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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%Jan 23 9:30 AM EST
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To: Paul Engel who wrote (45290)6/26/2001 7:56:25 PM
From: Gopher BrokeRead Replies (3) of 275872
 
And you think Intel has the "choice" to sink the ITanium ?

Do you really think Intel has no choice at this stage but to press on with Itanic? I agree it would carry a huge cost, but it is still an option.

However, Intel has not shown much of an inclination for taking sensible courses of action recently. (For example, killing their P3 revenues this quarter by entering a price war with a high-end product unacceptible to the corporate market was sheer lunacy.) Anyway, in three or four quarters they will no longer have the luxury of floating Itanic on barrels of money.

Then Itanic will sink. The technology is too poorly conceived for any amount of marketing to save it. Of that I am convinced.
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