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To: Tony Viola who wrote (164582)4/25/2002 12:45:50 PM
From: wanna_bmw  Read Replies (1) | Respond to of 186894
 
Tony, sounds like some good news about PDA adaptation. Intel has grown in market share quite a bit over the last year, and new compatibility with the Palm OS should help even further. With so much adoption of StrongARM and X-Scale, where would Alchemy fit in?

wbmw



To: Tony Viola who wrote (164582)4/25/2002 12:52:14 PM
From: wanna_bmw  Read Replies (1) | Respond to of 186894
 
Intel gaining in flash market share.

Went from 25% to 33% since last year.

wbmw



To: Tony Viola who wrote (164582)4/25/2002 1:14:29 PM
From: Tony Viola  Respond to of 186894
 
Re: "With regard to Intel vs. Sun in enterprise, and that 1.5 billion in Xeon server revenue won that Sun might have gotten before, Otellini also said that represented about $3.5 billion in revenues Sun won't get."

Slide 57: That 1.5 billion Intel got that Sun might have gotten before was in 2001. The goal for 2002 is double that. Wonder how that one is going.

Tony


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