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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.3%

Nov 28 12:59 PM EST

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To: Amy J who wrote (115682)	11/2/2000 4:25:10 PM
From: John Hull	Read Replies (1) of 186894

Amy, Don't be mislead by the numbers as you see them here. If you have the report you'll see that, while Sun is growing rapidly, a significant portion of the share they are capturing comes from the "other" UNIX boxes. Of course, those numbers are rolled into the totals for guys like IBM, Compaq, HP and the other guys who have UNIX offerings. The Intel-based server market segment share is quite large overall and growing more in terms of absolute units. Intel-based servers are also taking segment share within heterogeneous architecture OEMs like those mentioned above. So, yes Sun is growing well AND yes Intel-based servers are growing very well too. In fact, you'll notice from the webcast yesterday that Intel-based servers are gaining segment share in the >$10K server market. This is where Sun lives. I think maybe they are the ones who should be worried.... Regards, jh

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