The fact that you would prefer to rely on third hand innuendo from the tabloid Inquirer over direct information from IDC tells me all I need to know about your ability to "throw eggs". <LOL>
Just another sage prediction from factsnotfiction.
Oh, BTW, I thought you were supposed to have me on ignore. <LMAO>
"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."
Intel Forcefully Rebuffs Skeptics of Its Advanced Itanium Chip By STEVE LOHR
Published: November 20, 2003
Intel delivered a forceful defense of its advanced Itanium microprocessor today, declaring the chip well on its way to success despite considerable skepticism in the computer industry.
The emphatic comments of Intel executives in a meeting with Wall Street analysts seemed to make it less likely that the big chip maker would soon hedge its bet by offering an alternative design. Many semiconductor industry executives and analysts have said Intel will probably be forced to introduce an alternate high-performance chip, besides Itanium, to meet the competition from Advanced Micro Devices.
"At the risk of getting myself in a lot of trouble, I'm going to declare this the year of Itanium," Paul Otellini, Intel's president, told a gathering of analysts in New York.
Mr. Otellini said that more than 100,000 Itanium microprocessors would be shipped this year, a volume that is comparable to that of individual lines of microprocessors used in server computers running the Unix operating system. Mr. Otellini added that 40 manufacturers now sell Itanium-based server computers and workstations, and that there are now 1,000 software applications that run on the Itanium chip.
But industry analysts say Itanium has a long way to go, probably three or four years, before it becomes used in the mainstream of corporate data centers. "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."
The issue for Intel is its timing and strategy for moving to 64-bit computing. The Intel microprocessors in personal computers and most Intel-powered server computers process data in chunks of 32 bits. But moving to a 64-bit design will once again expand the horizons of computing, opening the door to faster transaction-processing, more complex simulations and more sophisticated graphics. The early demand for 64-bit computing has mostly been for scientific and technical applications, and in handling vast corporate databases.
In collaboration with Hewlett-Packard, Intel developed Itanium, which represents a new and complex approach to 64-bit computing. The first version of the Itanium chip was introduced two years ago, and its acceptance has come gradually so far. Software applications must be extensively rewritten to run on Itanium.
Intel's smaller rival, Advanced Micro Devices, has taken a more evolutionary technical path to 64-bit computing. Its Opteron microprocessor, introduced in April, combines 32-bit and 64-bit capability, and uses the more conventional microprocessor architecture, known as x86, employed in personal computers for years.
Mr. Otellini's upbeat assessment of Itanium's prospects came on the same day that Advanced Micro formally announced that it would build a new chip fabrication factory near Dresden, Germany, and that it should be in production by the end of 2005.
At the analysts conference in New York, Intel executives said the prospects for semiconductor industry worldwide were brightening, with revenues expected to rise 20 percent or so in 2004 to roughly $195 billion.
As the world's largest chip maker, with high-margin businesses like its Centrino microprocessors that enable PC's to communicate wirelessly, Intel is positioned to benefit more than others from the improvement. Demand is rising rapidly in Asian markets, led by China and India, and sales are picking up in Europe as well, fueled by strong demand for notebook PC's, according to Intel executives.
"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."
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