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

To: The Duke of URL© who wrote (173177)	2/25/2003 12:35:22 PM
From: fingolfen	Read Replies (2) \| Respond to of 186894

Only 3,500 Intel Itanium servers shipped in 2002 Itanium or Itanium 2? (or both?) If "Itanium", then no big surprise. The Merced doesn't have the legs to be a competitive chip. If "Itanium 2" (or both), then that's far more troublesome. The McKinley is a far superior chip as compared to Merced. Great performance, reasonable price. Of course, Windows 64 wasn't out last year. If the combination of McKinley/Madison with Windows 64 doesn't start selling late this year or early next, then it's clearly time for Intel to completely rethink its 64-bit strategy.