SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC)
INTC 35.10+2.3%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Lyle Bean who wrote (92401)11/14/1999 3:48:00 PM
From: Amy J  Read Replies (1) of 186894
 
RE: "INTC can no longer maintain there growth through processors. With a market cap of 250 billion INTC is limited"

Lyle,

You appear to be referring to desktop microprocessors - the old Intel.

For the new Intel:

Do you know how large the Telco market is?
...the high-end Server market?
...the network market?
...the wireless market?
...the IP-telephony communications market?
...the data hosting farm market?

Did you know Microsoft has changed their vision statement for the first time in 25 years. And another article indicated Intel has changed their mission statement too.

If Intel executes well, there is a huge market waiting for them to capture. These links may shed some light:

SERVER MARKET:
Message 11923473
$51.7 billion for Server systems (out of $88B) by 2003 per IDC.
(Intel's piece would be the processor part of $51.7B, less currently installed base of Intel-systems)
Intel targeting high-end servers
BY TOM QUINLAN Mercury News Staff Writer

CONVERGENCE OF NETWORKING AND TELECOMMUNICATIONS MARKET:
Message 11885887
$150 Billion By Duncan Martell biz.yahoo.com
(Intel's piece would be part of the $150B, as a chip supplier)

To figure out what additional revenue and profits Intel will make from the above new markets (which excludes new business opportunities from the data farm business, wireless, etc.), just input a guesstimate of:
(processor_price/totalsystem_price)*(market_size) * (estimated_Intel_processor_margins)
to get an idea on how small Intel's market cap is.

Amy J
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News