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

To: Monica Detwiler who wrote (164396)	4/21/2002 8:56:55 PM
From: Tony Viola	Respond to of 186894

You think Compaq's customers are going to risk their corporate business on a first generation CPU, first generation chip set, unproven everything, with only a 2-way upside possibility - when proven 2-way, 4-way, 8-way, 16-way and up capability are available from Intel and its chip set suppliers? Of course they won't. They may do some onesey twosey way low cost Hammer servers like they do low cost desktops with AMD. I'd still give about 8 to 5 against that though. As pgerassi pointed out in about a million posts last year, the CPUs aren't a huge amount of server costs anyway, so why screw with all the unknowns you cite. Tony

To: Monica Detwiler who wrote (164396)	4/22/2002 12:12:33 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: You think Compaq's customers are going to risk their corporate business on a first generation CPU, first generation chip set, unproven everything Yes, Itanium doesn't look like it has much of a chance, does it? I think the biggest problem for Itanium isn't just the unproven hardware, it's that unproven software will have to be debugged on the unproven hardware. Hammer can be established as robust and reliable with the existing software base and preserve the decades of internally code built up by companies to give them a competitive advantage, then be extended to new 64-bit software at whatever pace companies wish to move.