Mary, >When Compaq ends the Alpha manufacturing and replace this with the Itanium, does this mean that a lot of this revenue goes to Intel?
Is that a tongue-in-cheek question? Alpha has another couple of speed bumps (I think a couple) planned by Compaq, and then it's all Itanium, which means the revenue for the Compaq GS series CPUs goes to Intel. Same thing with the NSK, aka Himalaya, aka non-stop Compaq computers that the stock exchanges, etc., use. Couple more MIPs iterations on the NSKs (not sure exactly of the couple) and then they all go Itanium. An aside: when CNBC shows their updating NAZ, DOW and individual stock quotes on the screen, will there be an intel inside ™ logo there along with?
BTW, figuring cost per chip for Itanium, I'd use $4,000 for industry standard servers, just for WAGs, but when they're used in servers like GS and NSK, I'd bet they'll be more because of higher RAS and other super high end CPU chip requirements. Just a guess. That might also apply, again just guessing, when HP cuts over to McKinley for their Superdome line. Interesting negotiations to be happening between the OEMs and Intel in the pricing area. The OEMs bargaining chip is "we moved to Itanium partly because of standard high volume cost savings". Intel comes back with "yeah, but you were paying 3X that (WAG) before for all those other RAS requirements.
Tony |
