Intel Corp (INTC)

[SemiconEng]

"A quick gauge of how successful that move has been can be gleaned from SGI's Q4'03's hardware sales figures. Kan says that their Linux systems made up 53% of sales compared to 47% for IRIX. These were based on the Altix 3000 systems sales."
Here's an interesting quote:
"Kan says SGI realises about 60%-65% margins on the Altix 350 product range."


WoW! I've been watching your postings/predictions on SGI/Itanium for awhile now, and while it all looked good, before now, I found myself thinking, "yeah, sure, maybe, but do the numbers bear out the statements". I guess my question's been answered. I was expecting the high margins, but I didn't expect the crossover........ What can I say? Oh yeah.....

CHA-CHING!



Semi