Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tony Viola who wrote (131721)	4/5/2001 4:04:10 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Tony,<<<So, we'd need a chip to ramp (OK, Madison and others come out eventually also) from a low amount to $25B in a year and change..... Anyway, No way Jose. >>> If it came from Jose, I would agree. But, I wouldn't dismiss this completel if Ashok Kumar indeed had anything to do with this forecast: <<<The market is big and is certainly up for grabs. According to a server-processor revenue forecast from JS Bancorp Piper Jaffray, revenues from IA64 processors are expected to reach $25 billion in 2003. >>> electronicnews.com I don't quite understand it, but according to the article, IBM has their own IA64 chipset. Maybe you can explain that to me. <<<In addition, IBM has revamped its server strategy to counter Sun. It introduced a 64-processor server powered by Pentium III Xeons and it has restructured its sales force. "IBM will support the Itanium with servers based on the Summit chipset," Mary