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To: Tenchusatsu who wrote (119055)	11/23/2000 12:46:09 AM
From: Windsock	Read Replies (1) \| Respond to of 186894

Ten - Re: "The good news is that right now, twenty Itanium pilot systems are in place at large corporate customers, with plans to increase that to the hundreds in Q1 2001." Isn't this the method that IBM used for introducing the Big Iron System 390 in the 80's? Then it was called "Beta Tests" when select members or the Fortune 500 were running 390's in their data centers on enterprise critical operations. Tony, can you jump in here and tell us what really happened

To: Tenchusatsu who wrote (119055)	11/23/2000 2:22:21 AM
From: Paul Engel	Respond to of 186894

Ten - Re: 'The bad news is that the ramp is pretty slow-going, with plans to reach full production as late as the end of 1H 2001.' Let's face it. When it comes to servers, any new product or changes/enhancements to older products has a very slow uptake - customers are excessively conservative and cautious - valuing STABILITY above performance. A simple case in point - Intel's 700 MHz/2 Meg L2 cache Xeon was to be "enhanced" with an 800 MHz version within a couple of months of the 700 MHz Xeon's introduction. Customers soundly objected to that - due to the extensive re-testing and re-qualification necessary. They wanted/demanded about 3 or 4 month extension - and another 100 MHz to make it worth their while. Now, consider the ITanium in this light. Instead of being a speed upgrade of a device that has been in use for 2 years, it is a MAJOR NEW DESIGN, a new architecture, with a new operating system (s), new applications, new chip sets, new motherboards, new power supplies, new cabinets - NEW EVERY THING !!! Customer adoption will be VERY SLOW, VERY DELIBRATE - as not only stability and performance are evaluated, but UTILITY as well - as in - what does this NEW ITainum system/software provide to the customer ? It will be a slow road to success. Just wait until the AMDroids are ready to drop their first SMP AthWIper into this environment - and expect AMD to be in VOLUME SMP production on Day One !!! Paul