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

To: Lizzie Tudor who wrote (176657)	1/26/2004 10:07:33 PM
From: rudedog	Respond to of 186894

Well, it's not so much cross licensing as co-development. The dynamics are pretty complex, but there is certainly no obligation to have Itanium be 'exclusive' any more than HP's own PA chips were exclusive. If HP bows to market force, as they should to remain competitive, it will more likely be to spice up the volume server lines, where Itanium has not had a presence and Opteron would be displacing Xeon. If true, this would certainly put more pressure on Intel to offer an alternative extended X86 sooner rather than later, ready or not... Any sensible observer has long discarded the notion of Itanium as a volume play, and now HP and Intel need to assure its position as a premier high end chip. The next round or two should do that, at least in HP's lines. I don't for example foresee HP switching the former Tandem products to Opteron or anything like that. Intel needs to get to a volume of something like a million Itanium chips a year and HP's high end alone won't do that by itself.