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To: Tony Viola who wrote (107119)8/6/2000 4:42:15 PM
From: Dan3  Read Replies (1) | Respond to of 186894
 
Re: 20% of the server is assumed to be CPU chips: 3B X 20% = 600M from Compaq. Compaq has about 30% of overall X86 server market. 600M X 10/3 = $2B per year for server chips.

But, I think it's the fastest growing X86 segment (Compaq said they were up 40% YOY on the servers).

Nice estimate. A little less than I would have expected, but your reasoning and estimation make sense.

Regards,

Dan



To: Tony Viola who wrote (107119)8/12/2000 9:27:25 AM
From: rudedog  Read Replies (1) | Respond to of 186894
 
Tony - re: CPQ servers you say "Not every product in there has an Intel CPU (but probably the vast majority do)"

As far as I know, every system made by CPQ's ISSG is Intel based. That is also true for the commercial PC group. Only the consumer group uses AMD.


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