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


To: Tony Viola who wrote (68104)11/8/1998 11:54:00 PM
From: rudedog  Read Replies (2) | Respond to of 186894
 
Tony -
if they continue to execute in moving off the desktop
Point well taken. Just looking at the shift in intel-based server hardware revenue in the last five years is pretty clear evidence - Annual sales of intel-based servers are larger than the whole PC industry was in 1993.

The key here is the margins and price points. The ASP on CPQ's high end servers is over $25K, and many 4-way systems dress out at $50K. Customers have never balked at spending $5K to $10K for a single processor upgrade on those systems, even though a similar processor with an equivalent clock rate in a desktop box is a tenth of that price.