Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: cfimx who wrote (56930)	11/22/2003 11:19:21 AM
From: rkral	Read Replies (2) \| Respond to of 64865

room222, rudedog isn't the only one questioning the realism of that 100,000 Itanium number. The register article which you quoted says ... "Otellini says Intel will ship 100,000 Itanium chips this year. That's 89,000 more than most estimates, and given how close we are to 2004 - there just six weeks of 2003 remaining - it suggests the most dramatic Xmas shopping spree we'll have ever seen. In 2003 so far, Intel has shipped an average of a thirty Itaniums a day. To fulfill Otellini's prediction, it will be shipping 2,119 a day. Santa will certainly be busy fellow. Seriously, however, if Otellini is correct, it suggests that Intel is shipping far more Itaniums itself than it is through its OEM channel, and where these are ending up is certainly a puzzle. Otellini cited a 4,000 CPU Madison cluster" .... and .... "Otellini singled out Sun Microsystems for special treatment. Sun had lost three percentage points of share in three years, said the Intel President, while Intel had grow four points. With Sun's low volumes, it was less able to drive standards in the industry. It wasn't clear what standards Itanium's microscopic volumes have driven, but we guess we just answered that question. " theregister.co.uk Ron

To: cfimx who wrote (56930)	11/22/2003 11:55:06 AM
From: rudedog	Read Replies (2) \| Respond to of 64865

Room - just to put this in perspective, Intel is currently my largest holding. I have been following Intel, and Itanium, pretty closely, going back to 1992 when the original initiative with HP was first announced. I did a 2 year stint working with another major OEM on Merced, and had 'Red Book' access to Intel Itanium documentation. I'm not talking through my hat. I'm not saying Otellini is a liar - after all, the year is not over, and, as the register says, Santa could be a very busy fellow. Otillini has an obligation to talk up Intel's multi-billion investment in Itanium. But Itanium is what it is, and it is clearly not influential or important in any real sense yet, despite Intel's efforts. My belief is that it will find a niche as a high end processor for HP and a few other oddball players like Unisys, but never become an important volume part. There is overwhelming evidence to support this view. You must be the only one in the world, who is not on Intel's payroll, who thinks Itanium will be other than a specialty processor for a small market segment.