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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%Nov 26 3:59 PM EST
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To: Tony Viola who wrote (107119)8/6/2000 4:42:15 PM
From: Dan3  Read Replies (1) of 186894
 
Re: 20% of the server is assumed to be CPU chips: 3B X 20% = 600M from Compaq. Compaq has about 30% of overall X86 server market. 600M X 10/3 = $2B per year for server chips.

But, I think it's the fastest growing X86 segment (Compaq said they were up 40% YOY on the servers).

Nice estimate. A little less than I would have expected, but your reasoning and estimation make sense.

Regards,

Dan
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