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

To: wanna_bmw who wrote (154615)	1/10/2002 12:42:47 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

WBMW, >I wouldn't trivialize Itanium that much. I'm sure it wouldn't destroy Intel to have it fail, but they still have plenty of strategic relationships riding on that part. Compaq, Hewlett Packard, and others have each bet their businesses on Itanium's success. True. I was trying to point out an "on a scale from 1 to 10 type thing", that Hammer is a 10 to AMD. Itanium may be a 7 or something to Intel. It is true that Compaq, e.g., has canceled all MIPs and Alpha efforts after a certain point in the future for their Tandem and tru64 machines, to go all Itanium for them. I have no doubt those will happen, it's just a matter of time on the milestone schedules. But a month or a quarter slip won't make Compaq go back and say, to hell with Itanium, we're going back to Alpha. Too late. Many more hammer slips, OTOH, and AMD gets into deep doo doo. Tony