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To: Amy J who wrote (138498)	7/2/2001 5:15:40 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Amy, the comment I'd most like to see revisited and reanalyzed is Barrett's one of a year or so ago, that of the amount of servers needed by 2005 only 4% had been shipped to date. What's it look like now? Nuclear winter is the worst case. Hope it's better than that. Tony

To: Amy J who wrote (138498)	7/2/2001 10:08:39 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Amy,<<<, I think there's some good cheer for the eventual future in that there's enough market opp from various sources (this being only one of them),>>> The server market is $60B currently and growing at 14%/yr. Over the next 2-3 years, most of that growth will go to Intel (according to Ashok Kumar). That comes out to about $25B almost all of it going to Intel in the server space. What other opportunities come anywhere close to this? <<<It surprises me there aren't more reports on total server market opp, given the size and the potential impact to INTC>>> Most people tend to favor the underdog. Its the American Way - and that in many ways is very nice. To side with the powerless going up against the arrogant and the powerful. But, on the other hand perpetually identifying with losers, people who are losers for a good reason - like not being very good people or company, like people who enrich themselves at the expense of others, or people (or companies) who have a number of other fatal flaws - could become a problem. People lose track of what's really important, they focus on minutia, they envy people or companies that are successful regardless of the reason. What I am getting at is that a lot of people on this and the AMD thread seem to forget what these discussions are all about. They forget (as Michael Coreleoni would say) that it is about business. It's not suppose to be personal. Mary