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To: Amy J who wrote (153192)	12/26/2001 10:56:28 AM
From: Dan3	Respond to of 186894

Re: Deployment of a significantly new platform takes significant time for IHVs/OEMs/ISVs to deploy their new products around this platform. Compare this to how long it took Windows to take off That's one possible metaphor, but Windows 1.0 wasn't going against an entrenched competitor. Itanium's challenge to SUN/RS6000 is more like that of OS/2 when it was being pushed by the industry's (then) "gorilla", IBM, against Microsoft Windows. If IBM had been willing to keep pushing on OS/2, they probably could have made it a success, but it was never going to be cheap or easy.

To: Amy J who wrote (153192)	12/26/2001 10:57:01 AM
From: GVTucker	Respond to of 186894

Amy, RE: Significantly new platform. And significantly higher-end market. I am well aware that there are huge differences between Xeon and Itanium. Note that I wasn't the one to parallel the sales of the two, Tenchusatsu was. Compare this to how long it took Windows to take off. Windows 1.0 anyone? No, probably more like how long it took until the industry reached widespread Win application deployment - Windows 3.1. A much better analogy. And just as most businesses never adopted Win 1.0 (nor should they have), most of them were on the bus by the time 3.1 came out. Just about everyone in the industry was saying that it made no sense to adopt 64 bit when the first generation of Itanium came out. It made much more sense to wait for McKinley. Most businesses are rightly taking this advice to heart.