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

To: THE WATSONYOUTH who wrote (143182)	9/9/2001 11:52:58 PM
From: Amy J	Respond to of 186894

The Watsonyouth, RE: "I'd appreciate a serious answer this time" Why? I'm curious why you are so earnest to know? Why do you need this information? For what purpose? Amy J

To: THE WATSONYOUTH who wrote (143182)	9/10/2001 12:21:42 AM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

TWY, <Explain to me why an equivalently configured 8 way Itanium system from H.P. (HAS) to cost the customer so much less than the equivalent Power4 system from IBM.> It's the same reason why an 8-way Xeon system from HP (or Dell, or Compaq, or whomever) will cost less. Itanium will be higher volume than POWER4. Many OEMs will be selling Itanium-based servers. Only IBM will be selling POWER4-based servers. In comparison to the current batch of high-end RISC servers and mainframes, Itanium servers are commodities, even with Intel's exorbitant price per processor. Nothing about POWER4 will change that. <I'd appreciate a serious answer this time.> If you think that POWER4 will match or even come close to the volumes of Itanium, then I can't think of anything to say that will convince you otherwise. Tenchusatsu