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To: Dan3 who wrote (138050)	6/25/2001 9:12:02 AM
From: GVTucker	Read Replies (1) \| Respond to of 186894

An article from Bloomberg today implies that AMD continues to take market share from Intel. (And not a single quote from Osha.) bloomberg.com

To: Dan3 who wrote (138050)	6/25/2001 10:09:13 AM
From: Tony Viola	Read Replies (4) \| Respond to of 186894

Dan-o, What do you think of this? Compaq will consolidate its entire 64-bit family of servers onto the Itanium microprocessor architecture by 2004. In one bold stroke, Compaq is extending its 10 years of leadership in 64-bit computing for the next decade and beyond. Compaq will deliver an additional generation of Alpha technology (EV7) to advance system performance prior to the new generation of the Itanium-based systems, for which the company will provide tools and support for a smooth customer transition. The company will also design and build new NonStop Himalaya systems based on MIPS chip technology until the first shipments of Itanium-based systems are available in 2004. The new family of Compaq enterprise servers will support Tru64 Unix, Open VMS, and NonStop Kernel, complementing the company's market leadership in Windows 2000 and Linux . Compaq is transferring significant Alpha microprocessor and compiler technology, tools and resources to Intel. Compaq will immediately begin to port Tru64 UNIX, OpenVMS and NonStop Kernel operating systems and development tools to the Itanium processor family. Operating system and application development tools compatibility protects customers' long-term investments in Tru64 UNIX, OpenVMS, and NonStop Kernel, as well as advancing the capabilities for Windows 2000 and Linux on ProLiant. Compaq and Intel have agreed to joint engineering development focused on advanced parallelism for high-end computing. "The bottom line is: we are creating great customer value," said Michael Capellas, Chairman and CEO of Compaq. "Our move to the Itanium architecture provides customers and independent software vendors with the most compelling roadmap to next-generation server technology. Customers get increased performance, price/performance and application support. This reinforces our commitment to customer investment protection as well as providing the best path for future growth. We believe Intel's architecture is the best choice for the enterprise, and for our customers this is truly the best of both worlds." AMD out in the cold again. What are they going to do with Hammer? Try to get it into desktop? Then it would need to be shoehorned into notebooks also. Looks like it won't be considered by their staunchest supporter in the past 5 years: Compaq. Hammer: DOA. intc.com Book-em. Tony