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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (112490)	10/5/2000 7:30:55 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Paul, re: "It seems they were so EAGER to skip the ITanium - and wait for McKinley - that HP found itself in a big product hole - and found a way out via NEC." When a new processor is a year or more away, it's probably easy to say "we won't need that in our product line-up". When it is weeks away, they start thinking "how many sales are we going to lose to competition next quarter". I wonder how much fanfare will accompany the Itanium release? John

To: Paul Engel who wrote (112490)	10/5/2000 10:33:37 AM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Paul and John, that's good news about HP selling the NEC Itanium based servers. It further locks HP in to IA64, and will get them some experience selling and servicing them (I would imagine the first line of defense in customer calls will be to HP, rather than to Japan). These middle man deals don't result in a huge amount of sales for the middle man (or woman, Carly), but it sounds like a good placeholder until McKinley. I didn't see how many processors max in a system. 2,000 systems at WAG of $50,000 would be $100 million in sales. Assume 4-way average. These ought to make Sun a little nervous. Tony

To: Paul Engel who wrote (112490)	10/5/2000 11:58:21 AM
From: EricRR	Read Replies (4) \| Respond to of 186894

Why should Intel celebrate? 'Over the next three years, NEC aims to sell 2,000 of the servers But Mckinely comes (or FUD starts at least) exactly one year from Itanium's launch. So NEC expects Itanium to sell for two years after that? Is Itanium moving to 0.13? Basicaly HP thinks that they are going to sell 333 of these systems a year. Considering Intel has already shipped "thousands" of demo systems to developers, that's not very many actual customers!