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To: EricRR who wrote (112505)	10/5/2000 12:05:49 PM
From: Tony Viola	Respond to of 186894

Eric, nobody said it's likely to be a big revenue or profit generator (HP selling NEC Itanium based systems). It's a placeholder/vote of confidence by HP in favor of Itanium, with the big enterprise shaker-upper systems still hopefully being McKinley-based. This makes it more likely Itanium will not be canceled, or DOA like many of the AMDROIDS would like to have us believe. TV

To: EricRR who wrote (112505)	10/5/2000 1:46:45 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Eric, <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?> Ironically, when McKinley is released, it will be the brand-new "unestablished" platform, while Itanium will be the proven "tried-n-true" platform. Just because McKinley is out doesn't mean Intel will stop selling Itanium-based servers. Then again, maybe a portion of those 2,000 servers will be based on McKinley. Then HP will also have their own lines of McKinley-based servers to complement. Tenchusatsu

To: EricRR who wrote (112505)	10/5/2000 2:04:25 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

RatByte New Name - Re: "Is Itanium moving to 0.13?" The follow on to Merced - the McKinley - itself a 0.18 micron device - will be the basis of the Madison - which should be the first IA64 product on the copper 0.13 micron process. Paul

To: EricRR who wrote (112505)	10/5/2000 2:08:04 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

RatByte new Name - Re: "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! " That's one customer per day - almost. For HP alone. Then you can add in NEC, Hitachi, IBM, Dell, Compaq, VALinux, etc. and you'll get quite a few more. By the time the SludgeHumpy is out, the IT departments of most major corporations will have established the IA64 architecture as their platform of choice for 64 bit computing needs. Paul