Steve, 1 GHz CPU chips are a flyspeck, fly on a football in revenue size compared with what Intel has been putting a lot of emphasis on. Hate to repeat myself, but:
Sonny, thanks, great audio. They (some of them) are finally beginning to get it, that Intel is diversifying. Somehow, Scovall got a server chip percentage of revenues (or server chip percentage of all chip revenues). I didn't think Intel broke that out. I think he said 25, then 20%. That's awesome, and that market is (obviously) growing faster than the PC chip market. I also liked that he recognized and mentioned the fact that servers almost always have more than 1 CPU chip in them, so you can't just count servers sold and also think you're getting all the CPU chips sold. I would guess the average is at least three CPU chips per server. The standard product ones go up to eight. Scovall also recognized the network and other comm products as 10%. He's essentially saying that Peck is full of crap worrying about the low margin, cutthroat chipset business so much.
Scovall, he da man. Didn't Needham used to have that totally head over heels in love with AMD guy before, guy with an English tea, polo player name? I think he moved on.
Tony |
