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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST

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To: Dave who wrote (167627)7/8/2002 3:41:42 PM
From: The Duke of URL©  Read Replies (1) of 186894
 
There is no question that the following things are obvious to everyone:

I2 will be generally adopted as a processor in the 64 bit midrange server and workstation arena.

Companies universally see that the amount of money spent for proprietary r and d in that area is not smart, and the I2 is "sufficient" at this time to begin adoption.

The only question in my mind is the size of the market.

Paul O. said three years ago that it would be huge. Based on what Dan3 has indicated is the existing size of that market, I am concerned.

What Paul O. may have meant is that as the price for servers drop, the metaphor changes and servers become more prolific as they are pushed more and more towards the edge.

BIRDK
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