Paul,<<<Is this $500,000,000 revenue to Intel for McKinley CPUs or $500,000,000 in SEVERS for server manufacturers?>>>
Get real, Engel. You've been spending too much time with Dan3 and Pete Gerassi.
McKinley will be replacing high end Alpha Servers that can cost more than $10M each. That comes out to about 50 servers to generate $500,000,000 in server sales.
Dell alone should spend that much on servers to get themselves an adquate order entry/ERP system.
According to Pete Gerassi, chip costs are about 2% of server costs. On that basis, with McKinley chips costing around $2500, $500,000,000.00 in server sales would require about 4,000 chips. Does that mean Intel would have to allocate 1 day of production at some Fab for Mckinley manufacture?
Yeah, I would say they mean $500,000,000.00 in chip sales.
Mary |