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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: cfimx who wrote (56864)	11/20/2003 9:22:47 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 64865

roomie... nobody believes the 100K Intanium figure. Maybe if Intel gives them away but not for sale, no way. Oracle people think Intel is puffing up the numbers because everyone in the industry put a bunch of effort into Itanium and it didn't pay off at all, nor will it. AMD is building a new fab, they have said they expect to sell between 50K and 100K 64-bit chips (total) in the next 3 years and that is with their existing fab, which I have read can produce about 4-5mm 64 bit chips per month. This new fab will greatly increase that output. The AMD 64 bit chips are selling well I believe and you don't have to pay people to take them like Itanium.