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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: fyodor_ who wrote (53635)	9/2/2001 8:55:50 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Fyo, I think Itanium is positioned against Sun more than it ever was against Alpha. The reason is because Sun has all the market share, and Sun's customers buy with the perception that the vertical business model gives them the utmost reliability. Trying to convince IT departments to give up Sun in favor of IA is a big challenge for Intel. Intel has tried in the past to position Xeon against Sun, but businesses simply don't see the potential for an IA-32 based processor to go up against Sun's high RAS, highly scalable platforms. Itanium changes this, by giving those businesses the perception that Intel has a new product that offers the same features of Sun, but also far better performance. It's more for the marketing perception than for the actual merits of the processor. After all, Itanium can easily be outperformed by the current high end 32-bit x86 processors, and for far less cost. But what those 32-bit chips don't offer is the perception that they can be scaled up to high performance back-end computing. Sun has always been able to fulfill that market requirement, but pretty soon, things are going to get a lot more difficult for them. wanna_bmw