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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: Tony Viola who wrote (105027)6/28/2000 12:57:00 PM
From: Richard Habib  Read Replies (1) of 186894
 
Tony, those % changes were for revenue. Sorry, I forgot to mention that. But I agree that there is more bullish info out there. I also have IDCs server report that indicates servers grew in 1999 by 26.3% in rev. Was CPQ report forward looking or historical. That may also result in some differences.

Also I suspect different reports use different criteria in defining servers. At the lowest end I think you would agree that it gets difficult to determine the line between a PC and a server. The data SGI used is likely biased more toward true servers while the more general IDC server report likely includes more at the lower end. Just my supposition. Rich
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