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

To: Charles Gryba who wrote (150193)	11/28/2001 5:54:12 PM
From: wanna_bmw	Respond to of 186894

Constantine, Re: "x86-64 and its intel variant do not compete in the same segment as Itanium. They will compete in the current Xeon market segment. Itanium and its derivatives are aiming higher, right?" A lot of the Xeon market will eventually transition to Itanium. You already see chipsets like IBM's Summit, which is compatible for an upgrade from Foster MP to McKinley. These incentives will follow, and IA-64 will eventually be Intel's main server line. Therefore, Tenchusatsu has a point that introducing yet another 64-bit instruction set for the desktop would add confusion to the IA-64 proposition, and likely be too risky for Intel to try, just to get a one-up on AMD's 64-bit approach. wbmw

To: Charles Gryba who wrote (150193)	11/28/2001 5:54:50 PM
From: Tenchusatsu	Respond to of 186894

Constantine, <AMD is hoping to somehow enter the corporate market through some magic marketing bullet. They also want to demonstrate that they are not me-toos.> Exactly. <x86-64 and its intel variant do not compete in the same segment as Itanium. They will compete in the current Xeon market segment. Itanium and its derivatives are aiming higher, right?> Sheeesh, there you go again, talking as if an "Intel variant" to x86-64 is a given. I feel like I'm talking to Dan3 here. Anyway, there will be an eventual mass transition of Xeon to Itanium, even in 2-way rack-optimized servers. This is Intel's long-term strategy with Itanium. There is no room for an Intel-variant to x86-64. <You did not comment on my previous points. Does that mean you 1. Agree or 2. You'd rather not comment?> How about 3. It's irrelevant? Tenchusatsu