Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Scumbria who wrote (128980)	3/4/2001 12:20:00 AM
From: Tony Viola	Read Replies (2) of 186894

Scumbria, unfortunately for both companies, desktop PCs probably have no growth this year, maybe negative. Too bad AMD finally got a decent chip in that area at the wrong time. It's obvious that Intel is pouring on the coals where the growth now is: notebooks and servers. The modular, or blade approach to servers (servers or server parts vertically plugged into a backplane with no wires between them) will probably result in 90% of existing front end and mid-range servers being replaced by 2005. AFAIK, all of those modular servers and CPU sub-servers are in development at the major OEMs on Intel CPUs. Too much emphasis on desktop here. It's not dead but it's not very healthy. AMD is not where the growth is, as usual. Tony

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next