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To: Saturn V who wrote (96758)1/19/2000 5:09:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Intel Investors - This must be GOOD NEWS for Intel from IBM - from their quarterly report :

biz.yahoo.com

"Hardware revenues declined 11 percent (10 percent at constant currency) to $10.2 billion from the 1998 fourth quarter. Y2K-related declines in customer demand were a significant factor behind fourth-quarter revenue decreases in System/390, AS/400, RS/6000, and personal computers. However, within IBM's server family, Netfinity PC revenues increased significantly, as did revenues from RS/6000 mid-range servers, including the advanced RS/6000 Model S80.

Well - IBM was heavily into AMD for their PCs - but INTEL ONLY for the Netfinity servers !!!

As Tony has noted, this trend - Netfinity Server sales UP - has been in place for well over a year at IBM.

Paul