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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

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Nov 28 12:59 PM EST

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To: Paul Engel who wrote (126560)	2/3/2001 8:17:42 PM
From: Dan3	Read Replies (1) of 186894

Re: By February 3, 2002 I'll wager $50,000 that AMD has less than 49% of Intel's SHV server market. I'm expecting more like 5% to 15% of the small SHV server market going to AMD by then. But if you think it'll be closer to 49%.... Maybe you're right. With Itanium/McKinley looking like it could still be in prototype mode a year from now, and with the memory bandwidth problem of the P4 architecture, I suppose it's conceivable that AMD could really take off in the SHV server market. Dan

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