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To: wanna_bmw who wrote (78382)	4/25/2002 5:57:36 PM
From: ptanner	Read Replies (1) \| Respond to of 275872

wbmw, re: "If Madison has 64-bit performance that meets or exceeds Opteron, then it might come down to a race for who can get major software support first." This sounds like you see the IA-64 and X86-64 architectures in the same market? I have always thought of IA-64 more towards the big iron end of the spectrum (Power4 / Alpha) with high scalability? -PT

To: wanna_bmw who wrote (78382)	4/25/2002 6:39:28 PM
From: that_crazy_doug	Respond to of 275872

<< If Madison has 64-bit performance that meets or exceeds Opteron, then it might come down to a race for who can get major software support first. In that case, my money would be on Intel, given the fact that they've had a year or more of a "head start". >> I was under the impression that these would likely be in entirely different price classes. While somewhat competitors for server business, I wouldn't expect them to be direct competitors unless the Itaniums are just much cheaper then I thought.

To: wanna_bmw who wrote (78382)	4/25/2002 6:55:23 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

wbmw, My interpretation of the server market is that it is a race between x86 and everything else. Itanium planted itself in the "everything else" category, and I think everything else will continue to lose ground and disappear. The economics are just against a niche, low volume products. Joe

To: wanna_bmw who wrote (78382)	4/26/2002 2:21:16 AM
From: hmaly	Read Replies (1) \| Respond to of 275872

Wanna Re...If Madison has 64-bit performance that meets or exceeds Opteron, then it might come down to a race for who can get major software support first. In that case, my money would be on Intel, given the fact that they've had a year or more of a "head start".<<<<<< Do you really believe what you are saying. If Madisons performance lead over Hammer is questionable, Madison is a dead duck. Hammer or Yawmill will easily outsell it, because Hammer and Yawmill will have the software, and price. Madison needs to soundly beat Power 4 and Sparc by enough to persuade buyers to pay the price for new software. Without it, Itanium is another Alpha.