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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: bhagavathi who wrote (105007)	6/28/2000 12:12:00 PM
From: Paul Engel	Read Replies (1) of 186894

Mula - Re: "Do you think that the server market will be as segmented as the PC market? " I think the answer IS YES - the server market is already heavily segmented - with the bulk of the <$20,000 servers primarily Intel-based, the bulk of the >$100,000 servers SUN based, and Intel/Sun/Alpha/SGI(?) are fighting for the middle ground. I see this continuing as Intel's Pentium III & Xeons continue to eat up the lower end, and Willamette/Foster take on the middle end, with ITanium moving in on the middle and upper ends. But the segmentation will remain. It's a natural fall-out from price-performance attributes of server equipment. Remember - very high end servers contain a LOT MORE than just CPUs - to handle extreme I/O, extreme fault tolerance, data storage, etc. Paul

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