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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: rudedog who wrote (68088)11/8/1998 11:39:00 PM
From: Tony Viola  Read Replies (1) of 186894
 
Rudedog, your estimate of the total computing market, initial capital costs, if you want to call it that, was pretty doggone good. It sure is a well researched answer, (we know with a bit of a WAG) to the Server schmerver comment.

>>>For a different perspective, we can look at this from the perspective of total IT
spending for initial capital costs, which is something on the order of $450B, the
current Intel-architecture share is about 25%. However you slice it, this is clearly
a big opportunity for Intel if they can make the move off of the desktop.<<<

You could also say if they continue to execute in moving off the desktop, not just if they can. Multiprocessor Xeons, or PPros before that, weren't just chopped liver.

Tony
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