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

To: Mary Cluney who wrote (136425)	5/31/2001 1:01:03 PM
From: GVTucker	Read Replies (5) \| Respond to of 186894

Mary, RE: If I am right, most analysts (including Intel management) will be surprised by the size of the market Itanium is targeted. FYI, in Ashok Kumar's report that he released yesterday, he estimates that the Itanium family will generate revenues in excess of $6 billion annually by 2004.

To: Mary Cluney who wrote (136425)	5/31/2001 1:12:57 PM
From: Saturn V	Respond to of 186894

Ref <What about order entry, inventory management, production....etc, where most of the IT dollars are budgeted. I think those require a longer lead time for transitioning to an IA64 platform. My guess is that Intel has not even started to think of migrating all those applications to an IA64 platform. > I believe that Intel IT may already have been working in that direction , although I do not know how far along they are. Based upon Tench's post most of engineering is done on LINUX based machines, and that was probably a big gamble because the Willamette design was contingent on LINUX working smoothly. It pays to have in house feedback on the products you make. I also think that the Internet Service Centers will also provide useful feedback for XEONS and ITANIUMs