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

To: milo_morai who wrote (159938)	2/24/2002 3:06:31 AM
From: wanna_bmw	Respond to of 186894

Milo, Re: "Really where are you getting your facts?" You have a very short (or very selective) memory. I'm not going to bother to look up all the sources, but I will say you ought to have paid more attention to the half dozen press releases that have been launched since the beginning of the year that proclaimed certain growth in the server market, due primarily to Intel based servers. I'm not saying that this press release is wrong, but there are certainly multiple different ideas of what exactly composes the "server market". But if I can put a somewhat positive spin on things, I'd say that this could possibly be good news from the standpoint of a potential market. Shortages of 900MHz large cache Cascades processors last year, as well as the long delay of Foster MP, no doubt contributed to the fall in Intel server revenue. However, the launch of large cache Foster and Gallatin processors, as well as McKinley, and better availability of Intel's lower end parts could end up making up the difference this year. While ASPs have fallen in other market segments, the high end market has remained more or less untouched. If Intel can recover the $2.6 billion in lost server sales this year, that would add quite a lot to their bottom line. On the other hand, all this has very little to do with AMD, since they don't even have a product for the high end server market. And small gains from whitebox resellers hardly make a percentage in the overall picture. Unless AMD makes some gains with some of the top-tier OEMs, losses or gains with Intel based servers should be pretty much irrelevant to you, and that pretty much makes your cheerleading session nothing more than 'Droidish Intel bashing, and really, Milo - I thought you were trying to get past that. wbmw