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To: wanna_bmw who wrote (78485)	4/26/2002 3:02:30 PM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

wbmw, IA-64 will unfortunately have a long migration towards volume markets, and I don't expect it to leave the high end market for several years. Maybe not volume markets, but IBM is designing Itanium based blades right now, and there are plenty of four way, probably even two way McKinley based servers pretty close to ready to be announced by the major OEMs and others. I guess that would put Itanium in the ballpark with Xeon, anyway, WRT volumes. Tony

To: wanna_bmw who wrote (78485)	4/26/2002 11:03:58 PM
From: hmaly	Read Replies (1) \| Respond to of 275872

Bmw Re...Therefore, expect volumes in the tens or hundreds of thousands per quarter, while x86 architectures and extensions continue to sell in the millions.<<<<< The trouble with that picture is that the OEMs and INtel won't make any money with small volumes. So unless they can see a payoff, they are likely to say sayonara. Of course, that certainly doesn't make it a "dead duck". <<<< Perhaps I mispoke there. It will be a shooting duck; on this board anyways. First, you might want to consider Hammer's similarity with Alpha. High cost manufacturing process, high pin count package, similar architecture, similar complex topology, and a number of the same designers, too.<<<<< Yes all the things one might need; except Alpha didn't have the software, just as IA-64. With MSFT and Linux, Hammer should do alright.