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

To: Dan3 who wrote (139850)	7/20/2001 8:06:10 PM
From: f.simons	Read Replies (1) \| Respond to of 186894

re: That would take the Gartner number up to 32.5 million, and AMD's share of the market down to 23.7% (leaving Intel with 76.3%) Dan- And you are right. The complete obviousness of all this has gotten across to the market, and the market agrees. Oh, wait a minute, I guess AMD's huge market gains have not quite caught on yet. How can that be, when the numbers are so compelling? When will all this suddenly make sense to that stupid ol' market? Frank

To: Dan3 who wrote (139850)	7/21/2001 12:40:05 PM
From: Tushar Patel	Read Replies (1) \| Respond to of 186894

Dual processor servers probably add a million CPUs to the count of boxes sold, and multi CPU servers (more than 2) may add a half million more. Lets call it 2 million, to give Intel the benefit of the doubt. I have no basis to agree or disagree with these estimates. Do you? Also, what about dual CPU workstations? I am typing this from just such a box. Re: - some CPUs may be sitting at distributors or in PC vendors inventory Neither company counts parts sitting at distributors as sold. What about CPUs sitting at a PC vendor? Don't know if this gets counted or not. Re: - some CPUs may be used in boxes that are not counted in this survey The survey covered Note: Data includes desk-based PCs, mobile PCs and PC servers what else is there? I don't know what "PC servers" means and if that leaves out some types of servers. Again, if you really want to understand this, you need to go back to the IDC terminology directly or indirectly. Also, don't some CPUs get used in embedded devices (not PCs)?