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To: Joe NYC who wrote (41367)5/28/2001 1:53:39 AM
From: Tony ViolaRead Replies (1) | Respond to of 275872
 
Joe, ><i<Do you have a ballpark idea about percentage of revenue derived from the 4+ way servers?

Not at hand. Couple of things to keep in mind, though,

1. margins should be very high on $2,000 chips.

2. Joining the 4s and 8s will be 16s and 32s (Foster and Itanium), and not just from Unisys. That'll up the ante significantly.

Tony



To: Joe NYC who wrote (41367)5/28/2001 2:16:41 AM
From: THE WATSONYOUTHRead Replies (1) | Respond to of 275872
 
Do you have a ballpark idea about percentage of revenue derived from the 4+ way servers?

Here's a guess. Say 11 million x86 chips go into servers each year. Assume 90% are for 1 or 2 way. That leaves 1.1 million for greater than 2 way. If these average $1.5K a piece, that's $1.7 billion or about 6% of revenues.

THE WATSONYOUTH


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