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

To: Mary Cluney who wrote (143216)	9/10/2001 2:17:50 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Mary, my words must be taken within context. Only in comparison to high-end RISC servers and mainframes do Itanium servers look like commodities. There is a lot that Itanium servers from different OEMs share in common. You can't say the same thing about the RISC servers from different OEMs. <To allow or encouraging the Joe Osha's, Dan Niles, and other shallow beings of the world to refer to the Itanium architecture as a commodity and letting them compare apples to oranges in some off hand self serving sound bite is a real shame.> The analysts will say whatever they want. Itanium will be a huge success, and they along with the AMDroids will look like idiots. Tenchusatsu

To: Mary Cluney who wrote (143216)	9/10/2001 4:31:20 PM
From: Noel	Respond to of 186894

Mary, Re: Itanium servers are commodities , even with Intel's exorbitant price per processor. Seems to me that Ten meant commodities as a good word here. If the OEMs do see an exorbitantly priced Itanium CPU as a commodity then that is good for Intel. There is nothing wrong with a commodity that generates a recurring revenue stream with decent margin. Most people equate commodity with very low margins but it does not have to be that way. There are quite a few high-margin commodity products out there. In most cases, these products occupy niches with high barriers to entry. The barriers are usually not related to technology.