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

To: cfimx who wrote (56868)	11/20/2003 11:15:01 PM
From: Charles Tutt	Respond to of 64865

Aren't there a couple of supercomputer installations that are responsible for a significant fraction of that projection? I bet they got a good price. JMHO. Charles Tutt (SM)

To: cfimx who wrote (56868)	11/20/2003 11:15:40 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 64865

Dive dive- here comes the helicopter.... vroooom.....chop chop chop Seriously roomie, skepticism regarding Itanic is not a stretch. We have a product that is featured HEAVILY in most of the big boxmakers and it has managed to sell in the thousands thus far, specifically after 3 years Itanium is selling 3K units/quarter. That is terrible, and Intel sees a ramp to 100K? Uh huh. Until or unless Intel offers an alternative, they have to push Itanium," observed Rick Whittington, an analyst for American Technology Research. "But what Paul Otellini is saying is a fiction. The customers are not voting his ballot." "Intel has hit a home run with the Centrino, and Asia's boom is great for Intel" said Mr. Whittington of American Technology Research. "But in the lucrative market for microprocessors in server computers, A.M.D. presents real competition. It's not just an Intel world." nytimes.com disclaimer- Rick Whittington loves AMD, and I did not search his opinion out, I just looked for what was in the NYT.