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Technology Stocks : Intel Corporation (INTC)
INTC 36.38-1.3%Dec 22 3:59 PM EST

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To: Tony Viola who wrote (156181)1/18/2002 3:02:30 PM
From: Paul Engel  Read Replies (2) of 186894
 
Tony - Re: "Intel said in their CC that servers were picking up, Microsoft said they were not. "

Be careful here - Intel may sell X amount of server-related CPUs, but NOT ALL THOSE SERVERS use a Microsoft OS these days.

In fact, Linux is used quite a bit in the servers used for Internet applications - I'm guessing around 15% +/-.

So, Intel could easily see a unit growth in servers and Microsoft can see NO growth in server OS's.

Paul
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