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Technology Stocks : Intel Corporation (INTC)

INTC 36.91

-1.1%

Dec 31 3:59 PM EST

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To: Tony Viola who wrote (140907)	8/6/2001 12:06:25 PM
From: pgerassi	Read Replies (1) of 186894

Dear Tony: If a single retailer sells 500 Tyan MP boards in a quarter, and there are probably at least 10 retailers of MP boards, then there are 5K sales of MP boards per quarter. According to a previous post, 347,045 server units shipped for Q2 and with at least 5,000 MP units, AMD already has about 1.5% of the server unit market up from 0%, an infinite improvement which is far better than a few %. And that is just the first quarter of a ramp up. I think they are selling, and this being a "stealth" launch, when you grudgingly agree that they are visibly selling, AMD will have share in the teens and will have a firm foothold in the server market. And then, Intel's "invincible armor" will go visibly "poof". You better hope that Intel isn't visibly bleeding red at that time. Pete

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