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

To: Paul Engel who wrote (156196)	1/18/2002 3:26:59 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul, Re: "IDC forecasts that the McKinley version of Intel’s Itanium Processor Family (IPF) will provide approximately $500M of new revenues in 2002, while all other chip architectures will remain depressed." I also saw that as a bit ambiguous, whether it means chips or servers. Looking for a way to email IDC. idc.com Tony

To: Paul Engel who wrote (156196)	1/18/2002 3:36:36 PM
From: Tony Viola	Respond to of 186894

Paul, I sent IDC an email about the $500M and is it chips or server sales revenue, but didn't get warm fuzzies from the format that they'd answer soon. We'll see. Tony

To: Paul Engel who wrote (156196)	1/18/2002 4:08:47 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Paul,<<<Is this $500,000,000 revenue to Intel for McKinley CPUs or $500,000,000 in SEVERS for server manufacturers?>>> Get real, Engel. You've been spending too much time with Dan3 and Pete Gerassi. McKinley will be replacing high end Alpha Servers that can cost more than $10M each. That comes out to about 50 servers to generate $500,000,000 in server sales. Dell alone should spend that much on servers to get themselves an adquate order entry/ERP system. According to Pete Gerassi, chip costs are about 2% of server costs. On that basis, with McKinley chips costing around $2500, $500,000,000.00 in server sales would require about 4,000 chips. Does that mean Intel would have to allocate 1 day of production at some Fab for Mckinley manufacture? Yeah, I would say they mean $500,000,000.00 in chip sales. Mary