Tenchusatsu,<<<the only valid point Pete and Dan have is that the 1-way and 2-way server markets are indeed big and growing at a substantial rate. >>>
I don't disagree with that. I only disagree with them on the dollar value of the server market. We all agree that it is currently about $60B annually and growing. But, Pete and Dan seem to insist that the $60B include memory, controllers, software, suport services, backup (according to Dan), redundant power supplies, large amounts of high speed LAN ports, disk drive arrays, and maintenance contracts (according to Pete).
It seems that Pete and Dan have a hard time believing that the global server market is $60B. A lot of what they consider to be server expenses are really enterprise computing IT expenses. A company like GE, by themselves, probably spend several Billion dollars each year on what Pete and Dan consider to be server expenses (DBMS, software, disk arrays, support services, and maintenance contracts).
My point is that the global economy is very big and that spending on technology is very big. $60B dollars on servers only is not that big a deal. If Intel can capture a significant portion of that in the coming years - it would be a good thing for shareholders. Pete and Dan will just have to get over it, if it happens.
Mary |
