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: Amy J who wrote (114151)	10/17/2000 7:44:40 PM
From: Ibexx	Respond to of 186894

Amy, Thanks for sharing your extremely informative notes from Intel's CC. Ibexx

To: Amy J who wrote (114151)	10/17/2000 7:45:20 PM
From: Tony Viola	Read Replies (4) \| Respond to of 186894

Amy, this one >- Server marketshare is 56% !!! (for servers that are > $10k) per IDC's newly released report. Intel Servers are growing in the forty-odd percent (per Paul O). (This is great) I wonder why the line was drawn at $10K? In servers less than $10K, Intel has to have an even greater percentage. Those would be the one-way and two-way PIII and PIII Xeon-small cache ones, where Intel totally dominates. In any case, I agree, a great number. I'm not even going to say 'Sun has to be nervous.' Thanks for the great report! Tony

To: Amy J who wrote (114151)	10/17/2000 7:53:26 PM
From: Road Walker	Respond to of 186894

Amy, Great notes... John

To: Amy J who wrote (114151)	10/17/2000 7:56:10 PM
From: singletree	Respond to of 186894

Amy, Very thorough. Thanks for effort. John

To: Amy J who wrote (114151)	10/17/2000 9:21:35 PM
From: philipah	Read Replies (1) \| Respond to of 186894

WOW Amy J Your notes were extremely helpful Anybody here remember Della Street? P

To: Amy J who wrote (114151)	10/18/2000 12:50:13 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Amy - Do you have total recall or did you somehow type out Intel's Conference Call as you listened to it? Whatever - Great job - thanks ! Paul