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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: Dan3 who wrote (143190)	9/10/2001 12:28:12 AM
From: Tenchusatsu	Read Replies (1) of 186894

Dan, <can you find an Itanium server that's comparable in price and performance to SUNs Enterprise Ultra 5S server?> For the same price, a single 2P Itanium workstation will likely match the performance of *five* Sun Enterprise Ultra 5S servers: dell.com <That's not going to happen for Itanium when servers in general start at $1K and Itanium's platform starts at $20K.> As usual, you have no idea what the market segmentation for servers looks like. Hint: It's a lot more complicated than what AMD's roadmaps suggest. Tenchusatsu

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