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SmallPops

02/29/04 9:17 PM

#27716 RE: SmallPops #27715

Does anyone know what % of the mainstream server market
IPF has?

Thanks,
Smallpops
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sgolds

03/01/04 12:24 AM

#27726 RE: SmallPops #27715

SmallPops, that is quite impressive, 3.9% already. As production cranks up over this quarter and next, things should start getting very interesting.
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KeithDust2000

03/01/04 2:09 AM

#27729 RE: SmallPops #27715

SmallPops, good to see that number!

So Xeon has the other 96%. Now, the question you have to ask yourself is, what kind of growth rates are realistic from here? It seems I´m much more conservative than anyone else here. What I see is 20K servers sold in a 1.4M market. I think there should be no problem supplying all tier One (if they were onboard) with more than enough volumes for their pretty limited Opteron offerings.