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

To: Bill Jackson who wrote (148204)	11/14/2001 5:59:19 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Bill, it sounds like you are saying that delays in a Compaq Itanium system will urge customers to turn to Athlon MP. I find that a ridiculous statement. First, there is no customer base for Itanium. Those willing to try Itanium will wait longer. If they need to make a purchase, Compaq offers a full line of Xeon products. If the customer requires 64-bit, Alpha will get the sale, not AMD. Athlon MP has been rejected by all the major players. Why do you suppose that is? Do you really think that Athlon MP is still a gem waiting to be found? I think that nearly 6 months after its launch, OEMs like Compaq have had plenty of time to evaluate the platform. The reason why they reject it is because it's not something that their customers would want. Compaq's customers, just like Dell's, HP's, IBM's and others don't care for performance more than they care for reliability, and future support. Itanium will be a rough transition, but the industry is still fairly confident that the majority of popular applications will eventually be ported to the new architecture. AMD, on the other hand, doesn't offer anything that they can't get from Intel, and Intel continues to offer 32-bit platforms that offer the price and performance that meets the requirements of many businesses. If you notice something about the server market, you'll find that customers here aren't fickle like the consumer market. When a customer knows a brand that they trust and are comfortable with, they are very loyal. That's why they stick with Intel. Even if Itanium is delayed longer, that has nothing to do with Intel's main server processor, the Pentium III Xeon. Intel will transition the Pentium III Xeon to the Netburst based Xeon in 2002 and that will still be higher volume than Itanium. Itanium right now only makes sense to a few customers bold enough to transition early. Others will wait for a more stable software base, which is built up over time. A small delay in Compaq shippments to fix a platform bug makes no difference, overall. wbmw