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To: Petz who wrote (157210)	1/29/2002 2:13:04 AM
From: Petz	Respond to of 186894

per IDc, "in Q3, 2001, 1135 Itanium based workstations were sold. 650 came from HP, 385 from IBM and each 50 from Dell and Silicon Graphics" That's a lot of momentum, ha, ha Did the "momentum" double in Q4?

To: Petz who wrote (157210)	1/29/2002 8:00:27 AM
From: Dan3	Respond to of 186894

Re: And you call shipping less than 500 units, Hey, that's a flood compared to the 200 units in 3 months of PIII 1.13GHZ "mass production" Paul and Elmer were cheering about a year ago. If 200 systems sold was mass production, no wonder why they are calling 500 systems a flood. But - why are those same two so condescending about AMD having 10's of thousands of of Athlon 2000+ units delivered before the release date?

To: Petz who wrote (157210)	1/29/2002 10:42:38 AM
From: wanna_bmw	Respond to of 186894

Petz, Re: "And you call shipping less than 500 units, other than 2,000 to IBM for a single computer, to be momentum?" The momentum has been building, but the floodgates haven't yet opened. No one is ready with serious solutions, yet. Merced is a development platform without full production software, and without full production operating systems (yes, I know - there are a couple Linux OS's, but there's not a lot of software out for those). Later this year, the floodgates will open with McKinley, with some real OEM offerings, and with production ready Microsoft OS's, and plenty of 64-bit software. Remember all those press releases we've been seeing, almost daily? There are several hundred Itanium optimized apps in the works. Almost every single OEM is getting ready for McKinley, many of them with powerful custom platforms. Compaq has made room by ending their Alpha lines, and HP has made room by ending their PA-RISC lines. Yet you ignore it all because Merced isn't selling in volume? Don't be so short sighted. It doesn't take too much longsight to know that McKinley will be far bigger than Merced. wbmw