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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: Patrick Grinsell who wrote (68024)	11/7/1998 10:36:00 AM
From: Tony Viola	Read Replies (1) of 186894

Patrick, >>>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.<<< Can you get a list, or at least the top five or six of the server manufacturers' and model numbers that were included in that survey? Also, get the $$ amount. When I see the list, I bet I can double or triple it in terms of $$. Two reasons, 1. that survey doesn't know what all constitutes "servers". 2. Servers are much more expensive on average than PCs. 1 again, it's like the term motor vehicle does not just include cars. Examples, Suns sparc series up to the E1000 mainframe class and all system 390's, heretofore known as mainframes, are called servers now. That survey doesn't know that. 2 again, those servers I mentioned cost tens to millions of $$ each. Intel will get into the "server" market from bottom to top now and in the next three years with all their new and more powerful chips. Tony

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