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Technology Stocks : Intel Corporation (INTC)

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Feb 10 3:59 PM EST

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To: Mary Cluney who wrote (135126)	5/15/2001 4:18:03 PM
From: Tenchusatsu	Read Replies (1) of 186894

Mary, <Ashok Kumar projected Itanium and McKinley servers in 2004 to be $25B. If that is the case, can you provide a SWAG on how much that means in processor, chipset, motherboard revenues?> Hard to say. After what, what's included in Itanium and McKinley revenues? Do services count? Software? Network and storage hardware? Anyway, I'll assume for the moment that the $25B estimate only includes the price of the servers, including memory, local hard drives, and other stuff. Then my SWAG would be 25-30% of those revenues comes from processors, chipsets, and motherboards. Tenchusatsu

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