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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST

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To: Mary Cluney who wrote (138877)7/9/2001 8:34:12 PM
From: Joe NYC  Read Replies (1) of 186894
 
Mary,

My contention has been that of the reported 4M servers shipped each year, the total value is approximately $60B. I expect the growth in this market over the next several years to be at about or near 15% and that the total market size will reach $90B within three years.

I don't know about the 60B, but the 15% growth sounds reasonable to me. Much more reasonable than what I have seen on this thread in the past regarding the server market.

BTW, if the server market shrinks 10% this year, it will take 30% growth in years 2 and 3 to achieve that 15% annual growth rate.

Joe
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