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SemiconEng

02/26/05 4:20 PM

#16098 RE: chipdesigner #16085

Itanium may grow modestly for another year, after which it will whither away slowly.


"Grow Modestly" huh? Well, I must say, then I can't help noticing, that's a bit more of an optimistic prediction from you, then your previous, "leveling off then contracting" prediction in Q2/04.....

http://www.investorshub.com/boards/read_msg.asp?message_id=3113093

Apparently now you believe that IPF is gaining some traction. As a matter of fact, it looks to me, like you now believe, that there has actually been improvement in the IPF competitive situation in the past year, and not leveling, or contraction, after all. Thanks for the prediction :-)