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To: Saturn V who wrote (140102)	7/25/2001 7:59:57 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Saturn V - Re: "However your quest for the possible size of the Itanium market by estimating the present highend server space, is flawed because it assumes that the Itanium will always be confined to the server space. This approach will come up with a very low ball number...However your quest for the possible size of the Itanium market by estimating the present highend server space, is flawed because it assumes that the Itanium will always be confined to the server space. This approach will come up with a very low ball number." Interesting thought. Intel will have to drive this by decreasing the die size of ITanium - 3'rd and 4'th generation off-shoots - and selling them with support circuits/motherboards for "reasonable" prices, as well as software support tools. Do you think that is Intel's intention? Paul

To: Saturn V who wrote (140102)	7/26/2001 10:48:24 AM
From: Mary Cluney	Respond to of 186894

Saturn V, <<<The quantum decline in the price of big iron computing will spark new applications for high end computing. It will be a very interesting exercise to define what these new applications will be. Every Internet site could have its own Itanium, Video on Demand could become practical, etc etc ! >>> It is very difficult to predict the future and there are people who do this for a living. I think they are called futurist - or some such - and they can be found at those think tanks. Hudson Institute is one such that comes to mind. But, whenever I revisit past World's Fairs (Paris, St. Louis, etc.) and view footages from their archives of what the future would be like, the common thread is that they are always wrong. But with regard to the future of big iron computing, there is easily visibility 50 years into the future. It is not only inevitable that "Every Internet site could have its own Itanium, Video on Demand could become practical, etc etc ! " but that every conceivable organization will have such Internet sites. Big iron is not like other fads and trends like hoola hoops or bobble head dolls that can pop up up at almost any time. Big iron requires architecture and technology infrastructure to buy in to it and drive it. The barrier to entry is enormous. The demand is near endless. Mary