Room - just to put this in perspective, Intel is currently my largest holding. I have been following Intel, and Itanium, pretty closely, going back to 1992 when the original initiative with HP was first announced. I did a 2 year stint working with another major OEM on Merced, and had 'Red Book' access to Intel Itanium documentation. I'm not talking through my hat.
I'm not saying Otellini is a liar - after all, the year is not over, and, as the register says, Santa could be a very busy fellow. Otillini has an obligation to talk up Intel's multi-billion investment in Itanium.
But Itanium is what it is, and it is clearly not influential or important in any real sense yet, despite Intel's efforts. My belief is that it will find a niche as a high end processor for HP and a few other oddball players like Unisys, but never become an important volume part. There is overwhelming evidence to support this view.
You must be the only one in the world, who is not on Intel's payroll, who thinks Itanium will be other than a specialty processor for a small market segment. |
