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To: Tony Viola who wrote (156181)1/18/2002 1:10:38 PM
From: wanna_bmw  Respond to of 186894
 
Tony, it does sound like good news for the Intel server market. It's also good that AMD won't have a product to compete in this space for at least another year. Intel's large cache Cascades and Foster MP cores are going to be very popular in large server systems. Since this is where the margins are, I expect Intel to continue doing quite well over the next few months. I look forward to seeing some TPC benchmark results with the new Xeon MP.

wbmw



To: Tony Viola who wrote (156181)1/18/2002 3:02:30 PM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
Tony - Re: "Intel said in their CC that servers were picking up, Microsoft said they were not. "

Be careful here - Intel may sell X amount of server-related CPUs, but NOT ALL THOSE SERVERS use a Microsoft OS these days.

In fact, Linux is used quite a bit in the servers used for Internet applications - I'm guessing around 15% +/-.

So, Intel could easily see a unit growth in servers and Microsoft can see NO growth in server OS's.

Paul


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