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

To: Mary Cluney who wrote (140880)	8/5/2001 4:54:50 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: I think you left out revenues for the 1.5m Xeons No, I included them in the category workstation/server. Both Intel and AMD use one specialized chip for many of the SKUs in both these markets (Tualatin from Intel and Palomino from AMD). Both markets also offer similar, higher ASPs than desktop chips and so I included them as a single category. Dan

To: Mary Cluney who wrote (140880)	8/5/2001 7:50:06 PM
From: milo_morai	Read Replies (1) \| Respond to of 186894

<font color=green>..."The worldwide server market grew 0.7 percent in the quarter. Worldwide server shipments of 973,784 units rose from 966,779 units in same period a year ago. "Customers just don't want to buy," said Shahin Naftchi, Gartner analyst. "It will be even worse in the third quarter. Shipments will decline, and there will be an even steeper decline in revenue." Dell and IBM were the only computer companies to increase server market share in the U.S., according to Gartner. Dell's computer share, based on units, increased 14.9 percent, while IBM's (IBM: news, chart, profile) rose 13.9 percent. Hewlett-Packard's (HWP: news, chart, profile) share position dropped 26.8 percent. Sun's (SUNW: news, chart, profile) sank by 20.8 percent. Second-quarter server shipments dropped 11 percent to 347,045 units, down from 390,951 units in the year-ago period. Dell and Compaq share the lead in the U.S. market with 28.5 percent of the market each, followed by IBM, Sun and Hewlett-Packard. marketwatch.com Can't be good for Intel. M.