Intel Corp (INTC)

[jhalada]

chipguy,

No kidding? When do you expect IBM to ship a 16 socket
Opteron system?

Before they ship 16 socket Itanium systems again.

You might be surprised how much IPF gear SGI sells over the
next 6 months of reorganization.

Gee, one day SGI is important, the next day it is inconsequential, now it matters again. Will you make up your mind?

You mean other than NEC, Fujitsu, Hitachi, Unisys, and Bull.

NEC had 8% of the IPF market in the first three quarters of
2005, more than SGI.

You seem to be banking on the have beens and never will bes to keep Itanium afloat. It is more interesting to see which one will be the next to drop Itanium. What's your guess? I have to give you credit that you were right with your last guess of an Itanium dropout - Dell.

Joe