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

To: The Duke of URL© who wrote (169605)	8/19/2002 12:28:21 AM
From: wanna_bmw	Respond to of 186894

Duke, Re: "Sun staffers lose very little sleep worrying about Itanic. What really has them tossing and turning is the rise of the budget commodity server." If "budget" Xeon servers are getting Sun staff to lose sleep, I wonder what they are thinking about Opteron! I've said for a long time now that the OEMs' main interest in Itanium is that it represents a new architecture that businesses may be willing to spend more money for. If it delivers on performance and RAS, then Intel (and thereby the OEM) should be able to charge more. My simple solution for Sun is to ditch the "Itanic" bias, and start endorsing Itanium. wbmw