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

To: Elmer who wrote (161863)	3/12/2002 12:23:50 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Elmer, from the new Xeon server CPUs article, look at these percentages of Intel share of the server market: According to IDC(c), Intel-based server shipments made up 89 percent of all servers shipped in the fourth quarter of 2001. During this same period in the fastest growing segments of mid-tier and back-end servers, Intel-based servers comprised 64 percent of four- through eight-way capable server shipments. More than a dozen server manufacturers worldwide are expected to start shipping platforms using the new processor within the next few months, including Compaq Computer Corporation, Dell Computer Corporation, Egenera Corporation, Fujitsu-Siemens Computers, Hewlett Packard Company, IBM Corporation, NEC Corporation, SuperMicro Inc., Tyan Computer Corporation, and Unisys Corporation. These words from IDC also surprised me: During this same period in the fastest growing segments of mid-tier and back-end servers... I thought the 1 and 2 ways were eating into the 4s and 8s. Either way, Intel is on solid ground with those percentage share numbers. And finally, the prices, essentially no change whatever from the PIII Xeon prices, except now three speed and two cache sizes, with the bigger cache only available on the fastest one. This is an indicator of the stranglehold (won't use the M word) Intel has on this market. Developing the old Pentium Pro, that started this thing, was a great move by Intel. The Intel Xeon processor MP at 1.6 GHz with 1 MB of Level 3 cache is priced at $3,692 in 1,000-unit quantities. The Intel Xeon processor MP at 1.5 GHz with 512K of Level 3 cache is priced at $1,980 and the Intel Xeon processor MP at 1.4 GHz with 512K of Level 3 cache is priced at $1,177, both in 1,000-unit quantities. Tony

To: Elmer who wrote (161863)	3/12/2002 12:37:35 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 186894

Elmer, from your article: The new products are expected to boost performance by more than 30 percent** versus existing multi-processing systems using the Pentium® III Xeon™ processor depending on applications and configurations. I'd say the 30% improvement is conservative. Look at the latest TPC-C results: Best 4-way P3 Xeon (900 MHz): 39158.09 First 4-way Xeon (1.6 GHz): 55138.6 tpc.org tpc.org The Xeon even beats the latest 4-way Alpha 21264 server at a fraction of the cost: tpc.org Tenchusatsu P.S. - By the way, 4-way McKinley is supposed to blow all of these scores away.