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To: Road Walker who wrote (136315)	5/29/2001 10:28:56 PM
From: tcmay	Read Replies (2) \| Respond to of 186894

"Communications" is just a catch-all term Pardon me for being blunt, John, but your point is off-base: "Message #136315 from John Fowler at May 29, 2001 9:46 PM Saturn, re: Itanium - "This is the biggest gamble made by Intel." No, communications." "Communications" is a catch-all term for products and divisions which deal with routers, data center servers, wireless standards, cellphone chipsets, the X-Scale/Strongarm microcontrollers, and (maybe) forays into optical subsystems. Buying Cisco, now that would be a big gamble. But the lumping-together of all sorts of products and divisions which are not explicity PC-related under the umbrella term "communications" is not at all a major gamble. Put another way, probably every company in Silicon Valley is pursuing "communications." --Tim May

To: Road Walker who wrote (136315)	5/30/2001 5:33:16 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi John, RE: communications I'd have to agree with you that communications is a bigger bet than Itanium, which already has Microsoft, HP, Dell, IBM, Compaq, and Linux support behind it. The momentum behind Itanium, isn't just Intel, it's the entire industry. Also, Itanium hasn't cost as much as the communications. However, the communications market consists of many different categories (different markets and product areas) that are changing fast, and it tends to be Intel against several players, not just one. Regards, Amy J