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

To: gnuman who wrote (61794)	8/5/1998 9:23:00 AM
From: Mary Cluney	Respond to of 186894

Gene, >>>The key is probably the server side. Any idea of Intel's share of the server market?<<< My predictions are not based on anything solid - it is just a SWAG. I'm terrible with numbers. However, I agree with you the key is the server side. The y2k problem will cause a lot of legacy systems to be move to IA servers. Unitwise IA servers are now more than 50%. When IA servers make up more than 50% of sales, in dollars, analysts will wake up to a whole new ball game. One that they don't know much about. The consumer market will become insignificant to Intel performance but will continue to have some importance in a strategic sense. If Intel can achieve 80% market share of Servers - that will be significant. Mary