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To: rudedog who wrote (138058)	6/25/2001 11:12:29 AM
From: Elmer	Respond to of 186894

It's not so much the processor technology, as all the related compiler, application, and systems stuff that will help power a more rapid shift to Itanium. Sure looks like a big win for Intel to me Thanks for the info. EP

To: rudedog who wrote (138058)	6/25/2001 12:04:33 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Rudedog - Re: "A much bigger win IMO is that this places CPQ, which has a lot of 64 bit expertise, squarely in the Itanuim camp. Their high end and very high end stuff will make some great proof points for anyone who doubts if Intel is ready to do the biggest jobs. It's not so much the processor technology, as all the related compiler, application, and systems stuff that will help power a more rapid shift to Itanium. Sure looks like a big win for Intel to me. " Excellent summary and analysis. Paul

To: rudedog who wrote (138058)	6/25/2001 12:23:38 PM
From: fingolfen	Read Replies (2) \| Respond to of 186894

A much bigger win IMO is that this places CPQ, which has a lot of 64 bit expertise, squarely in the Itanuim camp. Their high end and very high end stuff will make some great proof points for anyone who doubts if Intel is ready to do the biggest jobs. I agree here 100%. This is possibly the biggest design win ever for the Itanium. It looks as if Intel is going to completely change the high-end landscape over the next 3-4 years. It's not so much the processor technology, as all the related compiler, application, and systems stuff that will help power a more rapid shift to Itanium. Sure looks like a big win for Intel to me. I think it's really a case of Intel having their cake and eating it to. I agree that the most important benefits Intel gets out of this deal is the "compiler, application, and systems stuff..." I am, however, curious to see what Intel decides to do with the RISC designs now that they have access. Regardless, this could be another one of those positive "inflection points" that Barrett likes to talk about.

To: rudedog who wrote (138058)	6/25/2001 3:35:57 PM
From: Saturn V	Read Replies (1) \| Respond to of 186894

Rudedog, I think this is a major win and a vote of confidence for Itanium. Effectively Compaq is stopping new CPU development, and whatever development is being done for Alpha is the minimum needed to meet existing commitments. Compaq will quit the CPU business and will use its hardware expertise in integrating CPUs. So all the Digital and Tandem software gets ported to the Itanium platform. Looks like Itanium is rapidly approaching the critical mass for eventual domination of high end computing ! Since more and more software will get ported to Itanium, companies like Sun will have no choice. At present McNeely is choosing to go it alone, but the brutal cost of CPU development will make it very difficult for Sun to stay on the performance treadmill. I am sure that this Compaq announcement will hasten the day when Sun will make a similar announcement. The alarm bells should be going off in McNeely's office, and he should be considering a similar action. Unfortunately Sun has lost valuable time by staying away from Itanium for this long.