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

To: The Duke of URL© who wrote (157544)	2/1/2002 2:54:18 PM
From: Tony Viola	Respond to of 186894

My take was that the uproar was because Intel was totally pissed, my take is taht intel wanted NOTHING to disrupt the momentum on software development. So my musing has to do with the possibility of any long term feeling toward HP. So what's that got to do with HP being quiet about developments on Itanium? Did Intel put a gag rule on them or something? No kabish.

To: The Duke of URL© who wrote (157544)	2/1/2002 3:25:05 PM
From: Tony Viola	Respond to of 186894

More on servers: Gartner: Server shipment growth anemic in 2001 I'm surprised it grew at all. Worldwide server shipments totaled 4.4 million in 2001, an increase of 1.8 percent from 2000, San Jose-based Gartner Dataquest said in a statement. Interesting when numbers of units sold are thrown around. 4.4 million servers sold in a whole year, with a WAG of 2 point something CPU chips per server, is only around 10 million CPU chips a year worldwide that go into servers. That's a little more percentage-wise than AMD PC chips sells per quarter. So, Intel doesn't have to sell millions of Itaniums a year, e.g., to take a good bite out. The more the merrier, but, still. As usual, Dell is the one bright shining light found in the Gartner article, and 100% Intel CPUs of course, eat your heart out Dan3: Dell was singled out by Gartner Dataquest for being the only company in the top five to see growth in both the U.S. and worldwide server markets due to its direct-business and build-to-order models, as well as its focus on one-, two- and four-way servers. computerworld.com