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Technology Stocks : Intel Corporation (INTC)

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To: Tenchusatsu who wrote (143192)	9/10/2001 1:06:28 PM
From: Mary Cluney	Read Replies (2) of 186894

Tenchusatsu, <<<In comparison to the current batch of high-end RISC servers and mainframes, Itanium servers are commodities , even with Intel's exorbitant price per processor. Nothing about POWER4 will change that.>>> There goes that "C word" again. Intel marketing has spent a fortune making "Intel Inside" unique. Is Itanium really a commodity? The definition of a commodity is goods or services the customer finds indistinguishable from another. For many items like gasoline and laundry detergent are commodities - one brand is perceived to be as good or the same as another. When customers buy Itanium from OEMs, they are buying not just a processor but the IA64 platform and architecture. To allow or encouraging the Joe Osha's, Dan Niles, and other shallow beings of the world to refer to the Itanium architecture as a commodity and letting them compare apples to oranges in some off hand self serving sound bite is a real shame. Mary

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