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Technology Stocks : Intel Corporation (INTC)
INTC 35.74+3.6%3:59 PM EST

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To: Tony Viola who wrote (105035)6/28/2000 1:37:00 PM
From: chic_hearne  Read Replies (3) of 186894
 
Re: 25% sales growth rate in NT servers being seen currently

Tony,

I don't buy this at all. In fact, I think the number is going down, at least for IBM. The last number I saw showed that 33% of Intel based servers were shipped with Linux. I wouldn't doubt if this number is 50% by year end, then maybe 80-90% by the end of next year. Anyone with half a brain would never purchase an NT server unless they needed it for a specific application. I would believe that Intel based servers are increasing by 25%, but not NT based.

[EDIT] A good example of this is the weather.com contract that IBM just took from Sun. We're replacing Sun servers with Linux NetFinity servers. It's a big site, something like 25,000,000 hits a day. That's a lot of Linux servers.

chic
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