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

To: Charles Gryba who wrote (166344)	6/14/2002 3:27:32 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Constantine, Re: "Until Intel can make a case of how spending hundreds of thousands to upgrade their servers and software can help a dept and a company they won't ship more than pilot quantities of Itaniums." I believe I addressed this to you one time before. Just because you don't know the actual BOM cost of an Itanium 2 system, the TCO for the system to be deployed and running in a real corporation, nor the ROI that a corporation could achieve given the added productivity and costs, it doesn't mean that Intel hasn't calculated that information to prepare a very convincing case for their customers. Just why do you think so many OEMs are eager to support Itanium 2? Because Intel "strong armed" them all into it? wbmw

To: Charles Gryba who wrote (166344)	6/14/2002 3:53:12 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Constantine, until AMD can make a case of how spending hundreds of thousands to upgrade their servers and software can help a dept and a company they won't ship more than pilot quantities of Opterons. Until Sun can make a case of how spending hundreds of thousands to upgrade their servers and software can help a dept and a company they won't ship more than pilot quantities of UltraSPARCs. Until IBM can make a case of how spending hundreds of thousands to upgrade their servers and software can help a dept and a company they won't ship more than pilot quantities of Power4. It's funny how the issues you bring up aren't specific to Itanium, though you like to make it such. Tenchusatsu