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


To: techtonicbull who wrote (114628)10/21/2000 9:30:55 PM
From: Amy J  Read Replies (2) | Respond to of 186894
 
Tbull, my source is Sun.

Sun grew sequentially only .58% (half of one percent) from the previous quarter, as follows (from Sun's website):

NET REVENUES
Product 4,343 4,327
TOTAL 5,045 5,016

That's .58% total revenue growth (Sun had rounded this up to 1%).
Interestingly, their product revenue was even less: .4%
This information is available on Sun's website. (I noticed you used the YOY figure, instead of sequential quarterly growth).

About the 56% Server market share that Intel recently captured - this is from IDC per Intel's CC.

Intel dominates the low-end of the Server market (and everyone knows that, so no news here).

The real news though is: Intel now dominates the >$10k server market (which I believe Sun formerly dominated).

You're right - Sun was an excellent investment over the past. However, I'm not confident about Sun's future stock price (and no longer hold the stock).

Regards,
Amy J



To: techtonicbull who wrote (114628)10/21/2000 9:33:33 PM
From: Amy J  Respond to of 186894
 
Tbull, RE: "I would like to know how Intel captured such high percentages of the server market"
------

Very, very quietly.

Regards,
Amy J