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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST
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To: Bill Jackson who wrote (148256)11/16/2001 3:36:16 AM
From: Amy J  Read Replies (2) of 186894
 
Bill, RE: "I bet Sun tries and tests itaniums if only to see what their boxes will face in the real world.
get a life"

By letting others pave the way, Sun could be saving a lot of money.

But don't confuse this with rejection. I think Sun will jump on the Itanium band-wagon when it makes sense, when the NRE costs to do so would be less and just before the market demands. The more others pave the way, the lower the NRE costs are and the lower the product risks are.

With processors, sometimes it doesn't pay to be a guinea pig when other companies, usually large companies with large RND budgets, are more than willing to absorb the associated costs required to pave the way for a microprocessor firm. (Though, at this point, I tend to think Sun should start to make some moves, or risk the phenomena that Palm experienced.)

I think this is a matter of timing for them.

Regards,
Amy J
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