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To: Tenchusatsu who wrote (107011)	8/7/2000 9:57:34 AM
From: Rob Young	Respond to of 186894

Tench, " downplaying Itanium and hyping up Alpha" And yes, Intel concerned about UltraSparc, etc... but that wasn't my point as you can recognize. My point was that EV68 is already selling in several high-end solutions (RFP's that take months and long term committments) when Paul's point from his post was: "who would even BUY Alpha EVxyz [hype]". Pretty clear now. "Back-end server, not making inroads?" Depends how you measure and also we will know more when 4Q 2000 is said and done and we can see how they did with their Wildfire projections. $1 billion in Wildfire isn't too shabby of a start. The next spin on that box will more solidly nail down a high-end niche (EV7 is a much better high-end solution). By the way, your assertion in the other threads about Itanium and SDRAM is a stretch. Look what Nathan Brookwood (one of the better analysts) says: ebnews.com “When Itanium [then code-named Merced] started development three years ago, PC100 wasn't even in the market and Direct Rambus was then in the distant future,” he said. “At that time, PC100 looked like a good choice, but has now been far overtaken by rapid technology growth in the market.” --- PC100 in his words has been "far overtaken" by advances in the marketplace. Funny , isn't it? Now, is that kind of language is a stretch on his part, or it is accurate. Which is it? I say it is accurate. Much delayed Itanium as he points out is targetting technology that looks rather crusty 2 years out. Too bad it didn't ship when it should have, huh? Rob