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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: Elmer who wrote (68019)	11/7/1998 1:00:00 AM
From: Patrick Grinsell	Read Replies (4) of 186894

Just like I thought. I took a trip over to www.idc.com and found out that Q2 of 98 20 million PC's were shipped worldwide. During the same quarter less than 500K servers were shipped. That's less than 2.5% of the total. It emphasizes my position here. The high-end is nowhere for Intel to escape to. It is much to small. A 10% loss of marketshare in the desktop market would have to be made up by a tripling or quadrupling in the server market. Server shmerver, Intel is making its bread and butter in the desktop. All this talk about new high-end products are smoke and mirrors. Just an analogy here: Dodge makes a lot more money on their Caravan than the Viper no matter how cool the viper is. Let me rephrase my earlier question. The K7 is obviously poised as a high-end desktop solution. This is where I believe the meat of the market is. What does Intel have to combat this threat (other than allowing AMD to implode as usual)? Pat P.S. Thanks for the feedback guys. I'm learning a lot.

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