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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: Saturn V who wrote (140102)	7/25/2001 7:59:57 PM
From: Paul Engel	Read Replies (3) of 186894

Saturn V - Re: "However your quest for the possible size of the Itanium market by estimating the present highend server space, is flawed because it assumes that the Itanium will always be confined to the server space. This approach will come up with a very low ball number...However your quest for the possible size of the Itanium market by estimating the present highend server space, is flawed because it assumes that the Itanium will always be confined to the server space. This approach will come up with a very low ball number." Interesting thought. Intel will have to drive this by decreasing the die size of ITanium - 3'rd and 4'th generation off-shoots - and selling them with support circuits/motherboards for "reasonable" prices, as well as software support tools. Do you think that is Intel's intention? Paul

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