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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (56930)11/22/2003 11:19:21 AM
From: rkral  Read Replies (2) of 64865
 
room222, rudedog isn't the only one questioning the realism of that 100,000 Itanium number. The register article which *you* quoted says ...

"Otellini says Intel will ship 100,000 Itanium chips this year. That's 89,000 more than most estimates, and given how close we are to 2004 - there just six weeks of 2003 remaining - it suggests the most dramatic Xmas shopping spree we'll have ever seen. In 2003 so far, Intel has shipped an average of a thirty Itaniums a day. To fulfill Otellini's prediction, it will be shipping 2,119 a day. Santa will certainly be busy fellow.

Seriously, however, if Otellini is correct, it suggests that Intel is shipping far more Itaniums itself than it is through its OEM channel, and where these are ending up is certainly a puzzle. Otellini cited a 4,000 CPU Madison cluster
"

.... and ....

"Otellini singled out Sun Microsystems for special treatment. Sun had lost three percentage points of share in three years, said the Intel President, while Intel had grow four points. With Sun's low volumes, it was less able to drive standards in the industry. It wasn't clear what standards Itanium's microscopic volumes have driven, but we guess we just answered that question. " theregister.co.uk

Ron
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