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

To: Dan3 who wrote (171039)	9/13/2002 3:23:28 AM
From: NITT	Respond to of 186894

re"Itanium is later in years than Hammer is in quarters, almost as late in years as Hammer is in months. Itanium is also compatible with nothing - a losing proposition in this industry for the past 20 years." I don't think the lateness of Itanium has had a real impact on the bottom line at Intel. This move to Itanium is a big lift (probably bigger then Intel anticipated) and the mostly seed units over the past 3 years have been used to support the lift. Could the ramp have been accelerated if Itanium was ahead of where it is now? Yes. Can we do anything about that now? No. SUN has been introducing incompatible solutions for the past 20 years (68000, Spark, Spark II, Spark III which all required a recompile to work well) and had done pretty well until HP, IBM, and others took AIM. SUN also ran into the issue of not creating enough volume for their fab partners to support their chip. This is not the desktop PC market were windows compatibility mattered. The good new for Intel is they have a strong majority of credible enterprise solution providers signed up for Itanium and investing. That mean Itanium will be proposed for every new enterprise solution from one if not more solution provider. In addition, Intel and its customers have a bag full of other solutions based on Intel building block like desktop PCs, workstations, notebooks, PDAs, etc. Everyday AMD fails to get something to market that will get their ASP above $100 is a big blow. I'm not saying the chip sucks, I'm saying AMD has nothing in their bag of tricks at least 9 more months... and when it gets here, they face at least a year if not more time needed to get native software that will attract enough buyers who will pay an ASP that will enable AMD to make some cash.