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To: John Hull who wrote (156200)1/18/2002 3:47:37 PM
From: Joseph Pareti  Respond to of 186894
 
Message 16931715



To: John Hull who wrote (156200)1/18/2002 3:56:15 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
John, thanks, and the more I read the line, the more it sounds like it is server revenues. After all, IDC is in the business of PC and server sales and forecast reporting, not chips. Trying to think if $500M is all that much revenue in the server market. What is that, a > $100B market? Still it's a start.

Tony



To: John Hull who wrote (156200)1/18/2002 4:19:05 PM
From: Mary Cluney  Read Replies (1) | Respond to of 186894
 
John, <<<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.>>>

I didn't see your response before I posted to Paul. But, after having done this before, couldn't you provide us with some heuristics on this. Is it 20% more or less?

Mary