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To: techreports who wrote (46120)	9/3/2001 12:22:03 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

I'm just saying that until we actually see large numbers shipping, we need to be careful not to assume that it is mandatory that it succeed in volume just because it is Intel and just because it is 64 bit.

To: techreports who wrote (46120)	9/3/2001 1:17:04 PM
From: Seeker of Truth	Read Replies (2) \| Respond to of 54805

Hello techreports, It's simply a fact that the IA-64 Intel chip for sale now runs most jobs significantly slower than does the fastest Pentium chip. Everybody assumes that Intel "of course" will make a faster 64 bit CPU, i.e. McKinley, but the proof of the pudding is in the eating. If you were buying INTC today you'd have to say what's the probability that the 64bit chip will be a cost effective success? Don't you find it distasteful to be forced to estimate such a probability rather than wait to see?