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

To: milo_morai who wrote (148646)	11/17/2001 3:38:23 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Milo, Re: "Better re-read the whole article. Intel's not selling more servers bud." I think you better reread the article, chum. IBM showed the largest gains in share, which most vendors have said is the best standard for judging performance in the shrinking market. Its 30.3 percent share was up 7.0 percent year-on-year" This is obviously not a gain from IBM's proprietary multi-CPU models. The systems experiencing growth are the lower-end Wintel systems. "Sales of computers running Unix (news - web sites), the most popular high-end operating system, recently have dropped faster than the overall market, while lower-end systems with Intel Corp. (Nasdaq:INTC - news) chips, which typically run Microsoft Corp. (Nasdaq:MSFT - news) Windows or the free Linux (news - web sites) software, were doing relatively well." Basically, IBM gained a lot of market share using Intel based computers. You just don't read the whole story, and leave your opinions up to wishful thinking. wbmw

To: milo_morai who wrote (148646)	11/17/2001 11:48:10 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

A year is a long period of time and you should look more at the last quarter or two, during which time all the surveys say Dell is gaining market share vs. all other Intel server suppliers. Also, Intel based are gaining vs. Unix based, probably faster now than ever before. More detail, those server numbers include Unix systems and mainframes. A year ago, Sun was still selling pretty well, and IBM introduced a mainframe refresh, which they do every couple of years. IBM also introduced new, powerful AIX servers to combat Sun, that got a strong customer following in the past year. Customers for those machines are big Fortune 100 companies that don't tend to put off their machine purchases if they budgeted for them. Now, Sun is not selling well at all it appears, and that new IBM mainframe sales bubble has settled down, so, again, the Intel based are gaining on both. Funny thing is that when your AMD starts to gain vs. Intel, you leap all over that and you could care less about full year data. You're a very selective, pick out the worst for Intel data that you can find all over the net and publish it type of poster. And, you do this on two other message boards besides SI, on both AMD and Intel threads. That's six threads where you post the same Intel lawsuit, Itanium bug, Dell server sales, etc., etc. articles. I've often wondered why someone of your ilk appears to have such a tremendous hate for Intel. What'd they do to you? You really ought to try to get a life. T