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


To: wanna_bmw who wrote (159936)2/24/2002 2:21:17 AM
From: milo_morai  Read Replies (1) | Respond to of 186894
 
Really where are you getting your facts?

Here's some more data from TMF
Chrisrijk wrote:

US Intel server market dropped even more - 28%
From $9.3 billion to $6.7 billion


news.com.com

Sun's US server sales "only" dropped 25%.

and
Wenh99 wrote:
Let me summarize the data in the links given:

a) the overall server market shrank --down 15 percent,

b) IBM's server revenue remained about flat(IBM actually gained share).

c) The overall Intel server market dropped 16.2 percent

US-a) Sun's US server sales "only" dropped 25%.

US-b) US Intel US server market dropped even more - 28%

and
Eachus wrote:
US-a) Sun's US server sales "only" dropped 25%.

But you have to look at a bit more, in 1Q01, while Sun had introduced new UltraSPARC III Workstations, they had yet to introduce new servers. So Sun's server business at the beginning of the year sucked, but by forth quarter it had recovered.

M.




To: wanna_bmw who wrote (159936)2/24/2002 11:45:22 AM
From: Tony Viola  Respond to of 186894
 
wbmw, >Milo, Re: "Great news! The overall Intel server market dropped 16.2 percent, from $20.5 billion to $17.2 billion"

>>Great news for whom? The overall server market ended up falling more than this. Intel ended up gaining market share


Great news for Intel haters. They would drive it to zero so that AMD could have a fresh start at it, not that it would make any difference. Little things like infrastructure support, stability, package integrity. Stuff like that.

Tony