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To: Dan3 who wrote (140926)8/6/2001 10:40:16 AM
From: Mary Cluney  Respond to of 186894
 
Dan,<<<Currently, they sell fewer units, and at an ASP of about $400 >>>

From 1.5m units at ASP of $1200 to $400 at x units? I think you just made that up. Can you back that up with any data.

On the contrary. The data shows that SUNW is losing market share and Intel is gaining both in share nos. and absolute unit nos in the server market.

The total $ value of the server market is dropping primarily because Intel is replacing SUNW sales where SUNW sold for more than $5000 per cpu and Intel sells for less than $5000.

Mary