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Technology Stocks : Intel Corporation (INTC)

INTC 40.78

+0.7%

Dec 10 3:59 PM EST

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To: Tony Viola who wrote (163183)	3/29/2002 3:06:29 PM
From: wanna_bmw	Read Replies (2) of 186894

Tony, Re: "So the top five server vendors have 70% of the market. Throw in the next 5, probably Unisys, Fujitsu-Siemens, Hitachi, SGI, NEC (+/-)..., who are all Intel, and not much is left for those tier n companies the AMD boys are so excited about." Agreed. And it's pretty much the same thing that we've been saying for a long time. x86-64 and IA-64 simply aren't going to be in the same market. I think the real competition from AMD, like Krewell says, will be from the 1-2P server and workstation markets, where Clawhammer and Athlon MP will continue to be very competitive. That's the market that Intel really has to hold on to. wbmw

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