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

To: Joey Smith who wrote (136054)	5/25/2001 3:21:14 PM
From: dale_laroy	Respond to of 186894

>However, Sun and other RISC-only server makers might have to cook up lower-priced offerings. Otherwise, "they're going to find they're going to lose a lot of low-end business to these Itanium boxes,"< Perhaps SUN will embrace Hammer?

To: Joey Smith who wrote (136054)	5/25/2001 6:28:37 PM
From: maui_dude	Read Replies (1) \| Respond to of 186894

Joey, Re : "Itanium doesnt sound like a demo-only offering to me..." The good news is that Itanium has taken so much PR beating last few years that there is a lot of room for upside surprise. Paul posted this article on AMD thread ebnews.com and it talk about potential market share for Intel on high-end : "“Look what Intel achieved in the midrange and lower-end server market,” he said. “They came in and within several years grabbed an 80% market share. Intel could do the same in the high-end server market as well.” In fact, Semico is projecting just such a scenario, estimating that 64-bit Itaniums sold in the high-end server market will rise from 215,000 unit shipments this year to 1.6 million in 2003. That would give Intel a 70% share of the segment in just two more years, Massimini said. ------------------------------------------------------------ This may be overly optimistic, but overall Intel is beginning to look very attractive as an investment with P4, Itanium, .13u, 300mm (and potential growth in communication sector) all coming together at about the same time (as soon as slow economy and inventory is taken care of). Maui.