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Technology Stocks : Intel Corporation (INTC)

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To: pgerassi who wrote (140673)	8/2/2001 9:52:06 AM
From: Mary Cluney	Read Replies (2) of 186894

Dear Pete: The bill that you refer to is a server used by the Transaction Processing Performance Council (TPC) used for transaction processing and database benchmarks. This has nothing to do with our discussion. Our discussion is about the 4 million servers each year shipped from manufacturers and used by IDC to track server sales. DBMS sales belong to Oracle, IBM (DB2), Informix, Sybase and others. SAP, Ariba, ITWO software sales are not included. Mass Storage Devices Shipped in boxes on their own are also not included. Cisco, Lucent, and other hardware sales are not included. Your example is equivalent to the Comparative Museum Council's report on Museum valuations. It includes the cost of museum construction and the acquisition cost of all exhibits. That report would be different than the one the Museum Construction Cost Council provides - that report would only consider the actual construction cost of a museum. <<< <sarcastic on>Yeah, its real hard to justify the 2% figure.<sarcastic off> >>> Your ally, Dan, reported that Intel sold 6 million units of the Xeon chip for an ASP of $1200. That comes out to $7.2B. That one chip alone that goes into servers using your 2% figure would give you a server market of $360B for one chip. The 2 % figure that you relentlessly push is therefore not possible. It does not pass the sanity test. Mary

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