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Technology Stocks : Intel Corporation (INTC)
INTC 45.51+10.7%Jan 9 9:30 AM EST
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To: pgerassi who wrote (139063)7/11/2001 6:24:11 PM
From: Mary Cluney  Read Replies (1) of 186894
 
Dear Pete:

<<<Well every thing in that server can be purchased separately including the cabinet from the
same vendor (its called parts) and thus, server is just a name with nothing attached
(price $0.00). Since you can't get to $60B with nothings (at least in the real world),
your argument falls apart.>>>

Well, let's cut out all the bs. The question is very simply " what is the market size (dollar value) of cpu's in the server market?". We all seem to be in agreement by using the $60B value that IDC has been reported to have said about the server market size.

Ashok Kumar has been quoted as saying that he thought the server market will grow by $25B over the next three years and most of that will go to Intel.

The problem is that none of us know IDC or Kumar's definition of the server market.

You, however, are very insistent that the cpu portion of IDC/Kumar definition for this market is less than 2% and in some market segments even far less than that - perhaps as low as .2 %.

I have stated on several occassions that my WAG was that it is was closer to 25%. I believe this is the crux of the argument. This is not rocket science. One of us is closer to the truth than the other.

No more obfuscations.

Mary
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