Intel CEO Paul Otellini shared his thoughts off the record for most our 30-minutes with him at our Intel day. On the record, Otellini said he hasn't determined his view on the Vista delay "We are just internalizing it. It's not a significant impact on corporate sales and may impact consumer sales in second half of year. It's one less SKU, so now only it's two, which could make sales momemtum build a little easier, or not. To be determined," Otellini said.
Michael Kanellos then asked Otellini about the slow ramp of the Itanium chip. "Did you know that Itanium is the number one mainframe architecture in Japan... Itanium is on a fast ramp, and the Itanium Solutions Alliance will spend a cumulative $10 million to end of decade. These things take ten years. We did a plot and looked at the unit ramp of [IBM] Power, Sparc [Sun] and Itanium all set to zero--we are on the same curves," Otellini said. "It's a marathon."