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

To: Paul Engel who wrote (141223)	8/9/2001 11:10:48 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Paul, et al, yet another positive Itanium article. The Tsunami is here. Wonder what they're referring to here, unless the author is calling all companies developing with Itanium "partners." IBM is your partner for Itanium. What is the relationship you share? IBM is a partner. They have accepted the Itanium processor powered servers as part of their product portfolio. They continue to work, market and sell on both the IA 32 (32 bit processing) and Power 4 (64 bit processing). IBM is big and can afford to have all the products under its umbrella. It would also, as per market demand, phase out 32-bit processing based servers to 64-bit powered processing based servers. Statement below a little surprising, a little early? When will HP phase out its 32 bit processor-based servers? By 2004, the last of HP's 32 bit processing based servers will be manufactured. That's the time frame that the world will take to shift from 32-bit processing to 64-bit processing. But finally, it rolls down to customer demand. Sounds like HP is marching to the all Intel in servers forever drumbeat also. ciol.com Tony