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To: hdl who wrote (158662)	7/20/2000 4:49:34 PM
From: kaka	Respond to of 176387

hdl, Neither is SUN

To: hdl who wrote (158662)	7/20/2000 5:01:49 PM
From: Mike Van Winkle	Respond to of 176387

hdl re: there is no antidote to itanium delay There is only a 90 day reprieve, and that will help the Intel fab capacity strain, giving a faster roll out. Keep your eye on the ball, remember the Rollin's interview? Rollins: "because most of these guys have run to that space and created a price umbrella. We can go in with our direct model of efficiency and crash it. Q: And that's what you guys do: Go from segment to segment to segment where the umbrella is up and ... A: Yes. Undercut it. Crash it. Take market share and benefit customers in the process." Best, Mike

To: hdl who wrote (158662)	7/20/2000 10:00:17 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

hdl, more on Itanium and Dell. dailynews.yahoo.com Intel now plans to launch a pilot program, which will allow its PC makers customers, companies such as Dell to deliver test systems to corporations, in the fourth quarter. Essentially, the program will distribute a limited number of near-production-level Itanium chips in a limited number of systems to a limited number of customers. Intel believes these pilot systems will lead to companies rolling out Itanium systems over the first half. As such, It is likely that the chip will be generally available later in the first quarter. Best, Mike PS there are mentions of IBM and its Itanium efforts in the article too.