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

To: Charles Gryba who wrote (166376)	6/14/2002 5:42:09 PM
From: wanna_bmw	Respond to of 186894

Constantine, Re: "McKinley will end up being another "pilot" system though and of that I am almost 100% certain." You haven't even defined what a "pilot" system is. Does that mean that Intel sells 50k units over the course of the year? Does it mean that they lay more infrastructures, and businesses begin their transition to the new architecture? Does it mean that companies will invest in the migration of their proprietary software on McKinley based "pilot" machines? Either way, it has to start somewhere. All the great architectures took years to gain critical momentum. I suspect that Itanium 2 will find its niche and grow in the enterprise space as more applications get ported and fill the needs of more customers. Hammer isn't going to be a direct competitor right off the bat. In fact, it will still take years before applications get ported over to x86-64. Itanium's earlier release is still an advantage. Longer term, the two architectures may dual it out for 64-bit leadership, or Intel may release a 3rd Yamhill based architecture and makes things even more interesting, but I don't see that happening for several years, and much can change between now and then. wbmw