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

To: Tony Viola who wrote (156197)	1/18/2002 3:41:14 PM
From: John Hull	Read Replies (3) \| Respond to of 186894

Paul, Tony, I used to work in the Server group and used the IDC/Dataquest reports often. When they report the dollar size of a server market they are usually talking about the sales revenue of the server systems themselves. You can't get CPU revenues from these reports except by taking their server unit assumptions (its a pivot table in the report they send out), make some assumptions about #of CPU's per server, and then multiply by what you think are the ASPs of CPUs by price band of server - IDC does offer units by end server price band - you can use that as a proxy for the type of CPU and quantity of CPUs that typically go into those boxes. Its pretty complicated and inexact - and is a full-time paying job for more than a couple people at Intel to try to calculate a forecast of sales/units/bin splits, etc. regards, jh