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

To: Tony Viola who wrote (142262)	8/28/2001 1:12:31 PM
From: Cirruslvr	Respond to of 186894

Tony - RE: "OK, I'll play devil's advocate. Even though the big guys IBM, HP and Compaq (and certainly Dell will be there), are getting behind Itanium with serious server development, will the end customer acceptance be there? Majorly new architecture, compilers, etc. are there to be contended with. Why won't customers just stay with tried and true Sun Solaris, or IBM AIX, or mainframes?" You're the server/RAS guy, you figure that out. ;) Seriously though, I think its inevitable Intel will have a major presence there. They're Intel and they've put so many resources behind it for so long now. Just a matter of time. Merced didn't help in that regard. There will likely be more hiccups along the way, but there usually are. For example, I doubt the Compaq transition will go as smooth as it was hyped up, but it will eventually happen and thats what matters. "BTW, the direction of where your posts are "coming from" has definitely changed. But, you knew that." Yeah... I still think Willamette has diluted the term "GHz", but hopefully Northwood will improve that. Intel's focus is back and its clearly showing while AMD is merely doggie paddling in the deep end.

To: Tony Viola who wrote (142262)	8/28/2001 1:26:32 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Devil's Advocate: <<< Even though the big guys IBM, HP and Compaq (and certainly Dell will be there), are getting behind Itanium with serious server development, will the end customer acceptance be there? Majorly new architecture, compilers, etc. are there to be contended with. Why won't customers just stay with tried and true Sun Solaris, or IBM AIX, or mainframes? >>> What are the chances that an end customer with a brand new application ( a clean sheet of paper) choose Solaris, AIX, or mainframe? If memory serves properly, when a product stops selling (i.e., Boroughs (sp?), NCR, DEC, WANG, PRIME, etc) the systems in place function long after the companies go out of business. Upgrades and maintenance contracts keep the companies going for quite some time. I suspect that Solaris, AIX, and mainframes will keep guys like you employed until you decide to retire. So no worries there. But I suspect that major new wins from here on out will be very difficult for these other guys. What do you think? Mary .