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

To: Dan3 who wrote (153024)	12/22/2001 4:41:12 PM
From: wanna_bmw	Respond to of 186894

Dan, Re: "Look at the way they knew Rambus would be the dominant memory today way back in 1999 - when poor AMD thought Rambus was a dead end and went with DDR." Understanding market data and predicting the future are two different things, Dan. In the case of Rambus, Intel would have had market data confirming the potential market, the possible revenue generated, and the time it would take to ramp supply, control costs, and move volumes. They could not, however, predict whether everybody would embrase the technology. In the case of Rambus, they didn't - but that's more due to the memory makers like Infinion and Micron waging war, and Rambus taking them to court, than just consumer demand. In the case of Itanium, no one has yet waged war against the technology. On the contrary, everyone still seems to embrace it. Dell may have cancelled their Itanium workstation line, but they still have their server line, and they are leaving room to get back into workstations after McKinley arrives. As for end-user demand, that's yet to be determined. However, my point was that Intel would have the market data showing the size of the market, the possible penetration, the rate of transitioning hardware and software, and other visible metrics. While they can't predict the future, predict customer demand, or predict future support, you'd be foolish to think that they are going into this market completely unprepared. wbmw