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

To: Dan3 who wrote (164408)	4/22/2002 1:33:19 AM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Dan, Re: "Yes, Itanium doesn't look like it has much of a chance, does it?" Yes. It does. Given that Compaq and HP have bet the farm on Itanium, it gives it far more of a chance than Hammer - currently with zero support in the enterprise. Re: "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." You have a point - just about the only valid point amongst the great sea of FUD around Itanium. But just keep in mind that software will catch up eventually. How long did it take Sun to make the Solaris platform a highly respected solution? They've only been making servers for little more than half a decade.... Re: "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." That's the tag line that AMD is currently sticking to, and in theory it sounds pretty idealistic. On the other hand, there are a lot of businesses that want more than just a 64-bit extension to a commodity architecture. They want a solution built for scalability and RAS, not just an x86 clone. Sure, the commodity market continues to grow, even as it steals market share from the RISC markets - it's done so successfully ever since the Pentium Pro. But a strong demand still exists for robust solutions that are designed from the ground up to offer high reliability and high scaling, and AMD's 64-bit patch, or Intel's Yamhill won't cut it. That's what Itanium is for. wbmw