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 46.47-4.5%Jan 30 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tony Viola who wrote (98660)2/10/2000 10:30:00 AM
From: Amy J  Read Replies (1) of 186894
 
Hi Tony, re: IDC report

Notice the "sweet spot" of the Server market? The one Intel's gearing up for:

The [Linux] OS is more popular in low-end file and print servers [i.e. where there's no money]. [While] The versions of Unix [not Linux] combined may make up less than a sixth of the market, but they bring in more than half the revenue, earning 53 percent of the $5.7 billion in server operating system sales in 1999

Win NT has $1.7B out of $5.7B. Itanium gives Win2000 the opportunity to partake in the "53% of the $5.7B" marketplace.

==> That's a $3.0B new Server OS opportunity for Microsoft.

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