Re: New itaniums out at 2.5x perform gain

Neil Rieck wrote:
http://news.zdnet.com/2100-9595_22-6096207.html?tag=nl.e589
Intel has just announced a 57 percent drop in income.
I wonder what those suits will chop first?

IA64 is safe. It is a fair bet that HP is subsidizing IA64 to keep it
alive for now. And if an exit strategy has already been decided and
slowly being implemented, by next year, the 8086 will probably be much
faster than that IA64 contraption and it will be much easier for HP to
announce it is moving to simplify its platforms and standardizing on
industry standard 8086s.

Right now, the cost of prematurely cancelling IA64 would be probably
higher for Intel than the costs of continuing it. But it is a fair bet
that Intel will not be hiring extra engineers to speed up development
work of IA64 and the opposite may happen which will make each remaining
iteration of IA64 even later and thus less relevant to the industry.

The big question is at what level within HP are they aware of the true
strategy and working to plan on the transition to 8086.
.

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