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

To: Joseph Pareti who wrote (115803)	11/3/2000 11:04:12 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Joe, Within the overall forecast, Unix revenue (excluding Linux) falls slightly, from $20.4 billion in 2000 to $18.4 billion in 2005. This is due to the narrower market scope and the continuing encroachment of Linux at the low end and Windows 2000 in the midrange and high end. Maybe this is why Sun is making noises about supporting Linux. Of course, they are buying Cobalt, which, on quick look at their website, runs only Linux. Windows will capture 20.6 percent of total revenues in 2000, increasing to 34.0 percent in 2005 with the maturity of Windows 2000 and its follow-on generations. As Linux continues to meet with increased acceptance in Web servers, the impact is seen in both lower Unix sales (excluding Linux) and less Windows penetration. If we combine Linux and other Unix sales, the forecast shows them together capturing 39.2 percent of the market by 2005, exceeding the Windows share of 34.0 percent. 20.6 to 34% sounds healthy for Windows, then he makes a strong case for Linux growth again. Either way, Intel should be in great shape, because PIII and Xeon servers made by their four amigos, Compaq, HP, IBM and Dell all run all flavors of Windows, plus Linux, and I think all run some kind of Unix (not sure about IBM who may reserve Unix for their AIX and RS lines). Also, IA64 runs Windows 2000 and Linux, and flavors of Unix. Solaris on IA64 may not happen, but overall market share of Unix goes down anyway, between now and 2005, and Solaris is a Unix flavor. Can't win them all. What am I missing when I say it looks like Intel has the hardware to support most everything here today, and coming down the line. Tony