Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: THE WATSONYOUTH who wrote (113834)	10/16/2000 9:35:00 PM
From: puborectalis	Read Replies (1) \| Respond to of 186894

Japan's PC Server Shipments Rise 20.7 Pct. in First Half October 16, 2000 (TOKYO) -- International Data Corp. Japan Ltd. (IDC Japan) on Oct. 13 released its report on trends in the domestic PC server market for the first half of 2000 (January to June). According to the company, the Japanese market for PC servers grew significantly during the period, with shipments increasing 20.7 percent over the same half of 1999 to total 148,623 units. IDC Japan attributed the robust growth to an increase in Internet-related demand for servers. Looking at shipments by vendor, NEC Corp. shipped 33,600 PC servers for a leading 22.6 percent share of the domestic market, followed by Fujitsu Ltd. with a 14.5 percent share, Compaq Computer KK with 12.8 percent and IBM Japan Ltd. in fourth with 11.2 percent of the market. Dell Computer Corp. Japan, who remained stuck in seventh place for all of 1999, grabbed 10 percent of the market to take fifth place by shipping more entry-level machines. Breaking down shipments by operating system, IDC Japan noted the solid growth of the market for Linux-based PC servers. The Linux share was 3.7 percent in the first quarter (January to March) and 4.4 percent in the second quarter (April to June) for a 4.0 percent share of PC server shipments during the entire first half. IDC Japan predicts that the PC server market will grow at an average rate of 18.1 percent in the years ahead to reach shipments of 605,000 units in 2004. Related stories: Shipments of PC Servers in Japan Top 300,000 Units in Fiscal 2000 Computer Market to Grow 7 Pct. Annually Through FY2003 (BizTech News Dept.)

To: THE WATSONYOUTH who wrote (113834)	10/18/2000 11:35:59 AM
From: John Hull	Read Replies (5) \| Respond to of 186894

Watson and Jean G, re:"At this point in time, your innuendo rings pretty hollow with the faithful. Why don't you use this opportunity to expand on Intel's prospects/successes/shortcomings/etc. in the communications area? Intel's consistent obfuscation in the earnings report make it impossible to discern much detail other than they are losing money....big time. Say it ain't so." Now that earnings are out I can address your questions a bit. Gartner Group released a report in August 2000 that listed comm IC companies by size. Their findings are as follows: 1. Lucent Technologies $3.3B 2. Motorola $3.1B 3. TI $2.7B 4. Intel $2.4B 5. NEC $1.8B 6. Infineon (Siemens spinoff) $1.8B 7. Conexant $1.7B 8. Philips $1.6B 9. STMicroelectronics $1.4B 10. Qualcomm $1.3B These are Gartner's numbers, not Intel's (just to be clear). You heard Andy Bryant talk about our growth rates in this area. Broadcom, for reference is about a $1B company this year if all the analysts are right and should grow almost 100% over last year. PMC-Sierra is a bit smaller, around $600M this year and also growing about 100% per year - according to analysts. Now do the math and you'll notice that the gross sales growth for Intel should still be pretty good compared to some of the smaller, faster growing competitors in this space. As to when Intel will break out the comm silicon business in great detail for investors - I don't know. But I think those on this thread should feel reasonably good about this part of the Intel business. regards, jh