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Technology Stocks : Intel Corporation (INTC)

INTC 36.20

+0.1%

Dec 26 9:30 AM EST

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To: Paul Engel who wrote (148358)	11/15/2001 8:45:04 PM
From: Tony Viola	Read Replies (3) of 186894

Another Dell point that came out that I missed in the live but breaking up livecast: Michael said that 4 way and 8 way servers are soft right now, but one ways and two ways are hot (overall, servers were up for them, YOY 24%). Could be an opening for AMD. Oh, just remembered, AMD MP solutions have a stability problem. Whether it's the chipsets or the motherboards, whatever, the overall platform has a bad rep. Tony Edit, the other thing is that if blade servers take off, they'll be all Intel. They're one way or two way at this point.

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