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

To: Elmer who wrote (167435)	7/4/2002 7:24:13 PM
From: wanna_bmw	Respond to of 186894

Elmer, Re: "Itanium will be a very viable 64bit platform and that the future of computing for the next 10-20 years will be fought between Itanium and Power?" I don't see why the battle would take 10-20 years. Once IBM finds out that Itanium 2 can "substantially" outperform their own Power4 processor on compute intensive tasks, I don't see why they would spend the R&D to maintain their own processor line. Over the next 5 years, especially with follow-ons like Montecito and Chivano, IBM may find that Power5 and Power6 are less compelling to follow through on, and going fully with Itanium may just be easier. Intel could very well rule the high end market in 5 years time. wbmw