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Technology Stocks : Intel Corporation (INTC)

INTC 35.92

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12:56 PM EST

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To: Doug M. who wrote (56194)	5/29/1998 12:57:00 AM
From: Paul Engel	Read Replies (3) of 186894

Doug - Re: " Paul, what do you think about these figures? They could be conservative." The 8.6 million servers sold in year 2001 sounds quite plausible. The 4 CPUs/server sounds like a stretch, however. That seems to be the "high end" for today's "low end" (Intel-based) server. My guess is that the number will be somewhat lower - especially when the processor performance in the year 2001 will not be today's "measly" 400 Mhz - it may be quite a bit higher (500 - 800 MHz) offering a lot of "bang" with just one CPU. Realistically, the number of CPUs may be between 2 and 3 on average - with a LOT of 1 CPU systems and smaller numbers of 2, 4 and 8-way systems - and a few 16 and 32-way CPU systems by then. Whatever the number is, the revenue enhancement will be very significant. Bear in mind - Intel may be selling more LAN equipment as well into this market with their small office Hubs, switches, and NICs. This will all add to the revenue stream. Paul

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