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

To: Tony Viola who wrote (114669)	10/22/2000 12:05:06 AM
From: rudedog	Read Replies (1) \| Respond to of 186894

Tony - looking at the last quarter, a supposed "blowout" - in the CC, SUNW said that 43% of revenues came from server system sales - which includes the attached storage. On total revenue of $5.04B, that gives $2.16B for servers. Numbers for the previous quarter were about the same as Sun's product revenue was flat. The equivalent number for CPQ's last quarter is the combination of ISSG and SPD - with maybe 10% taken out of the storage numbers. That gives the revenues for the industry standard servers and their attached storage. ISSG had $1.5B in revenue and 90% of the $1.2B storage revenue yields $1.08B for a total of 2.58B. You can make a less generous assumption about how much storage was attached to proliant and still get a number bigger than SUNW's server revenue. The overall size of the server market for "everything but Intel-based" was about $30B in the 12 months ended in June, while the Intel-based server business was about $38B, which says that the Intel based machines were 55.8% of the total. My numbers are not exact, but close enough to say that 56% is probably revenue share. If we look at just RISC Unix, the numbers favor Intel based machines even more.