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

To: Brian Sullivan who wrote (132726)	4/17/2001 7:02:42 PM
From: fingolfen	Read Replies (2) \| Respond to of 186894

Also of note is that HP is making the announcement. From what I know of HP they were responsible for developing a second generation Itanium processor and the code name was McKinley. This processor was expected to ship 12 to 18 months after the initial Intel developed Itanium processor. Now due to the many slips from the Intel Itanium chip team, we see that the HP's version of Itanium, McKinley will now ship only a few months after Itanium. I'm not sure the development team was actually 100% HP. HP, however, had profound influence on the chip, which is "A Good Thing" (TM), in my opinion. HP is an established leader in the high-end space, and Intel is the newcomer. Merced/Itanium has been in pilot release for several months, but I don't know if it will ever see a full commercial release. Given the aggressive scheduling of McKinley, I really doubt it will see a full commercial release and will instead be used as a proof-of-concept and development vehicle... this is also, in my opinion, "A Good Thing" (TM). McKinley has always been seen as the more commercially viable of the two products once it was realized that Itanium would not achieve commercial release in its originally scheduled 1998-ish timeframe...

To: Brian Sullivan who wrote (132726)	4/17/2001 7:42:10 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

At this point Intel might want to consider canceling the first generation Itanium entirely (due to performance problems) and go with the McKinley core as the first release of Itanium. That way they won't get as much bad press about the (lack of) performance I'm sure the Scumbrias of this world will find some less than stellar benchmark to suit their fancy but you may be wrong in writing it off as a poor performer. You may be surprised... EP