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

To: rudedog who wrote (68088)	11/8/1998 11:39:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Rudedog, your estimate of the total computing market, initial capital costs, if you want to call it that, was pretty doggone good. It sure is a well researched answer, (we know with a bit of a WAG) to the Server schmerver comment. >>>For a different perspective, we can look at this from the perspective of total IT spending for initial capital costs, which is something on the order of $450B, the current Intel-architecture share is about 25%. However you slice it, this is clearly a big opportunity for Intel if they can make the move off of the desktop.<<< You could also say if they continue to execute in moving off the desktop, not just if they can. Multiprocessor Xeons, or PPros before that, weren't just chopped liver. Tony