Hi Paul,
Thanks. How does 300 in 3 sound? This has a nice ring to it. 3=2003. I think that might be approximately 45%/year. Intel could do that. The Server, Network, Data Farm markets are quite large opportunities, and there's always Intel Capital to "carry Intel over" any Itanium deployment timespan. I think Intel will be quite successful with the Server market. I expect the Server market to have nice margins. In the PC area, the ASPs trended up per CC.
About next year, not sure yet, but maybe I'll post something after I think it through. Intel is a hard one to predict for the short-term (up 25%, down 25%, up 100%, split, etc.), but an easy one to predict long-term (up).
Amy J |
