Harry, Intel based servers, taken across all that are currently available from the big 4 OEMs, can sell with between one and eight processors per server. Exception is that Unisys has a 32, which one of the big 4 is going to start reselling soon, but those will be pretty low volume for a while. Educated guess is that the average IA server sells with about 2 processors. Upgrades might bring it to 2.5 over the life of the product.
If Intel is right and these represent only 4% of the servers by 2005, server sales be around 15 million per annum.
Carrying long some assumptions here, that would be about 15M x2.5 = 37.5 server chips per year. Sounds high, but I think Barrett meant all servers, not just Intel based. I think Intel based servers for all Internet related apps are >50% though. So, maybe 20 million server socketed Intel chips per year, or 5 M per quarter? Charlie Glavin just said he sees 35 million overall processors from Intel this quarter. One seventh of them server sockets? How's that sound? Oh, then there are the non-Internet related servers. Remember them?
Tony |
