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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (6797)	8/18/2003 8:37:13 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

Both the Itanium and Itanium II are 64 bit processors: intel.com intel.com;

To: Cary Salsberg who wrote (6797)	8/18/2003 2:58:12 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 25522

yes opteron is a 64 bit. Itanium from intel is also 64 bit... but, "its a donkey" (LOL) Seriously we have a major push in the enterprise to linux. We need a platform for this architecture and if intel can't deliver it really is a whale of an opportunity. The enterprise is dead if not for this shift, but the ramifications of it are pretty huge, I know of some really large HP clusters moving to linux... how many processors will it take- lots. I wanted to ask you about cypress semi though, do you see them as just a player with no real competitive advantage, they are not on your list of chip investments.