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

To: Joe NYC who wrote (164517)	4/24/2002 3:46:34 PM
From: wanna_bmw	Respond to of 186894

Joe, Re: "chances are, MSFT will never get any return ont their investment from Itanium sales." What do you base your "chances" on? Merced didn't generate many sales; therefore, McKinley won't generate many sales?? How could I argue with that kind of logic? <ggg> The fact is that we know nothing about how McKinley will perform, and we haven't heard much of an update on how software development has been going. I assume that both things will become clear when Intel turns on the marketing engine. Who knows - maybe McKinley, and later Madison, will take the wind out of the x86-64 sales (I mean sails). Who needs an x86 patch for 64-bit when you have a real 64-bit solution that scales better, performs better, and has 10x the infrastructure support. The only saving grace might be that Hammer will make a nice desktop part, as long as AMD can get the costs down. wbmw