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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Thomas Mercer-Hursh who wrote (46116)	9/2/2001 11:08:52 PM
From: techreports	Read Replies (2) \| Respond to of 54805

One does need to remember that Intel establishing a gorilla market in IA-64 is still a bit uncertain. Lots of people have climbed on the bandwagon for this chip during its development, but that developed has been a lot longer than it was supposed to be and the preliminary results a lot less staggering (must be learning from Microsoft). Thomas Mercer-Hursh, are you saying that you feel Intel won't be successful with their 64-bit processors? Even though Intel's first 64-bit processor was late it still did quite well in performance tests against Sun. The industry is really waiting for McKinnley. One does need to remember that Intel establishing a gorilla market in IA-64 is still a bit uncertain. Why is it a bit uncertain. Are you just saying this to offer a different view like you do with BEAS or are you just telling investors not to get too optimistic with IA-64 projections?