Maui, hard to say, but I've long suspected that the analysts have underestimated Itanium sales volumes. I'm hoping Intel gives harder figures at the analyst meeting than just reiterating Howard High's statement.
The company will announce at its analyst meeting later this week that analysts' estimates of its[Itanium] sales "are off by an order of magnitude," he says.
My my... If true that would possibly mean Itanium outsells Hammer...
Maui, Howard High's estimate directly contradicts the one by the Intel's director of Itanium2 ramp, Lisa Graff, who only claims 65% H2 over H1 improvement:
Sales to business customers during the second half this year will be up 65% over sales during the first half of the year, says Lisa Graff, director of Intel's Itanium 2 worldwide ramp program. Graff attributes Itanium 2's success, in part, to the growing number of applications available--1,000 by year's end, with 1,500 expected by mid-2004.
Assuming the article got Ms. Graff's duties correct, that is a pretty authoritative statement.
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