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Technology Stocks : Intel Corporation (INTC)
INTC 36.20+0.1%Dec 26 9:30 AM EST

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To: wanna_bmw who wrote (164446)4/23/2002 3:50:59 AM
From: Joe NYC  Read Replies (1) of 186894
 
wbmw,

Yamhill seems to be a well known catch-word these days, but has that stopped Itanium development, yet? I don't see any signs of litigation, either - sorry to disappoint.

Well, at least you recognize the first part of my "thesis" is turning out to be right. That's progress. In about 2 years, we can re-evaluate the other 2 parts (ditching Itanium, subsequent litigation). I think 2 years are enough for the direction to emerge.

Actually, ther cuold be 3 possible outcomes:
- Itanium is a success
- Itanium is a failure, it is abandoned, Intel is sued by everyone who lost shirt supporting Itanium
- Itanium is a failure, but Intel does not help it out of its mesery for fear of litigation. Instead, Intel continues to sink increasingly smaller amount of $$$ into it, leaving it in a small niche, eventually hoping that it will disappear.

I think the 3rd option is the most likely outcome.

Joe
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