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

To: Windsock who wrote (140132)	7/26/2001 3:17:24 PM
From: pgerassi	Respond to of 186894

Dear Windsock: You just pull a supposition out of thin air and say it must be true. Logic is wasted on you then. This entire market was generated by people who use logic. If they did not, you and I would not be having this discussion because the means would not exist. Most of the necessary information is held back in our debate from both of us. We have to pull information from other sources to fill in those gaps. That the process is by necessity, messy and fraught with possible errors, does not mean that you should take pot shots as those who attempt it. This debate is teaching us both in this area (just not the same places). So unless you have something material to contribute, please leave your pot shooter inactive. The major piece of information missing is how IDC figures something to be a server and what the revenue amount covers in terms of items. Another piece is how much of Intel's CPU revenue derived from this market (Intel is very close lipped on these numbers per usual). One number that is known is that INTC is estimated to have 80% of this market (what is unknown is that does that include units or sales, I believe it is units due to IBM big iron revenue is $14B from IBM FY and then add what Sun, HP, Motorola, NEC, Compaq, etc. and you get an amount far in excess of 20% of the hardware sales not from Intel based servers). Pete