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

To: Tony Viola who wrote (161622)	3/8/2002 5:27:25 PM
From: wanna_bmw	Respond to of 186894

Tony, Re: "I think he works with peewee servers." Of course he does - they are all powered by Athlon MP. wbmw

To: Tony Viola who wrote (161622)	3/8/2002 7:21:09 PM
From: wanna_bmw	Respond to of 186894

Tony, thread, I just wanted to get additional data to back up my claims, and I found this. anandtech.com It's about a year old, so I'm looking for something more recent. However, it gives a very good idea about the market for large cache Xeon servers. According to Anand, the size of the market for 4-way, 8-way, and above servers is 16% of the overall server market. Of this 16%, Intel owns 76% of the 4-way space and 37% of the 8-way and above space. That means that large cache processors are included in 10.6% of total server CPUs shipped. Math: 76% * 12% + 37% * 4% = 10.6% I haven't been able to find any estimates about the size of the total available server market, but ~10% should be quite large, and the fact that these CPUs have an ASP well over $1000 means that Intel is making quite a lot from this design. Of course, this is as of the Spring of 2001, but I'd be happy to have anyone find something more recent. wbmw