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To: Tony Viola who wrote (92341)	11/13/1999 3:35:00 PM
From: steve harris	Respond to of 186894

Tony, For those who didn't hear Maria hit Joe Osha up about "changing his mind" there's a replay of CNBC's Maria interview on video with Joe Osha available for replay. msnbc.com steve

To: Tony Viola who wrote (92341)	11/13/1999 4:33:00 PM
From: Tenchusatsu	Respond to of 186894

Tony, <Osha making comments about IA64 performance so early in the game, where's he get off with that? What benchmarks has he seen?> None, considering there aren't any. Here's what Joe Schmoe Osha said: "It's not going to be a failure, but it's not going to be a home run either. In terms of IA-64 being better than anything anybody's ever seen within the enterprise, that's not going to happen." He's obviously trying to pull off a Kurlak, especially with those words, "That's not going to happen." What does he think is going to happen? Osha is still be very, very vague. Tenchusatsu EDIT: I just caught the video of CNBC interviewing Joe Osha. I think what he's saying regarding IA-64 is that expectations are way too high on the first generation of IA-64, namely Merced/Itanium, even though IA-64 may indeed be successful in the long run. While I can see where Osha is coming from, I'm not very certain whether those inflated expectations existed in the first place.

To: Tony Viola who wrote (92341)	11/13/1999 4:55:00 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Strange timing for Osha before what looks like a positive showing for Intel and allies... If you go to Compaq's site and configure a Deskpro Pentium III 600MHZ with 128 meg of RAM (instead of RDRAM) and and a 13 gig hard drive (so it matches the system described in the article) it's $1,784 ($2098 with a Compaq 17" monitor - which isn't mentioned in the configuration that you listed). Which one would you buy? What do you expect the majority of corporate buyers to do? Right or wrong, my guess is that is what Osha thinks is going to slow down the Intel/rambus push - and I happen to think he's right. Dan

To: Tony Viola who wrote (92341)	11/13/1999 4:57:00 PM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 186894

Tony Viola. Re: "Strange timing for Osha before what looks like a positive showing for Intel and allies." I completely agree, but (shades of Kurlak) it was ever thus. I think Paul had it right. Nervous nellies will learn that Intel rampups are not without bumps, but these guys have been around the track, and they will fix them. What amazes me is that no one has written, "When Intel fixes these snags, they will once again be the unassailed leaders in the microprocessor field, with upwards of and 80%+ share." Go figure. HL