Replies to post #3948 on Intel Corp (INTC)

[Elmer Phud]

wbmw -

don't know why IBM sees Opteron has having any kind of 64-bit story in 2003.

I'm puzzled by their comment as well. They say they'll offer Opteron "if it takes off" but that'll take quite some time after the April vapor launch. Meanwhile they've already telegraphed their intentions to kill it off shortly after a potential release. What kind if a marketing plan is that?

EP

[fowler]

Frankly, I think IBM's agnostic approach is their best strategy, considering that they have become primarily a service business. And I agree with Elmer, by the time Opteron "takes off", and given the time it takes to design, manufacture and market a new server line, then you are probably talking mid-04 (??).

Just thought it was an interesting article.

John