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To: Doug M. who wrote (56194)	5/29/1998 12:57:00 AM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Doug - Re: " Paul, what do you think about these figures? They could be conservative." The 8.6 million servers sold in year 2001 sounds quite plausible. The 4 CPUs/server sounds like a stretch, however. That seems to be the "high end" for today's "low end" (Intel-based) server. My guess is that the number will be somewhat lower - especially when the processor performance in the year 2001 will not be today's "measly" 400 Mhz - it may be quite a bit higher (500 - 800 MHz) offering a lot of "bang" with just one CPU. Realistically, the number of CPUs may be between 2 and 3 on average - with a LOT of 1 CPU systems and smaller numbers of 2, 4 and 8-way systems - and a few 16 and 32-way CPU systems by then. Whatever the number is, the revenue enhancement will be very significant. Bear in mind - Intel may be selling more LAN equipment as well into this market with their small office Hubs, switches, and NICs. This will all add to the revenue stream. Paul

To: Doug M. who wrote (56194)	5/29/1998 2:01:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Doug, re: "Minor said that Intel expects there to be roughly 8.6 million servers sold in the year 2001." Do you know if Minor was giving an estimate of just NT servers, or all servers. Sun sells a lot of servers that run Solaris, their version of of UNIX, which Intel can't touch until Merced. Also, some of the mainframe people are calling their machines servers now, because the term mainframe became "politically incorrect" a few years back. But, I doubt seriously if he'd be including any mainframe class machines. Tony