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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.32+6.1%1:05 PM EST

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To: maui_dude who wrote (63591)11/13/2001 2:00:52 PM
From: Joe NYCRead Replies (2) of 275872
 
I think Itanium is a controvesrial choice. It may eventually prevail, but if it does, it will be because of the sheer will of Intel, and because it may end up the last chips standing, not because of it's elegance, attractiveness, or demand.

At this point, I don't think Intel will can Itanium. The cost of continuing the program is probably a fraction of the potential litigation cost (plus damages), that could potentially sink Intel.

In a hypothetical situation of Intel pulling the plug on Itanium, the mounting losses of Intel's "partners" will turn these "partetners" into plaintiffs trying to recover the damages caused by misleading statements about Itanium.

Because of this, I think Itanium will live on, and maybe even become a dominant processor one day, but it will be for reasons other than "Technical Excellence".

Joe

PS: Is it just me, or is PC Magazine going downhill. It was getting thinner and thinner, and this year, for the first time in some 15 years, I did not renew my subscription.
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