Tony, MSFT said it sees OEM (like CPQ) results 30 days later. Compaq actually said PC servers grew 41%, just a minor corrections
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Every time the strong quarter was spoken about, Intel based servers were mentioned first:
- second consecutive quarter of at least 40% growth, YOY in Intel based servers.
- There was one analyst that asked about Intel's 4 to 8% Q4 predicted sequential growth, lowest (he said) growth in 10 years. Capellas' answer was to expect continued strong growth in Intel based servers. He said especially the bigger ones, 4-way and 8-way, were gaining in percentage of overall server sales. I think this is great for the future with Foster and Itanium coming.
- No slowdown seen in PC growth.
- Ipaq pocket PC with Intel Strongarm: Compaq has increased production "7-fold." Not sure if this is Q over Q or what, but who cares. One customer alone, iScribe ordered 50,000 of them for medical, health care personnel use: patient monitoring, prescribing, etc.
- Ipaq desktop, 50% are going out with Windows 2000, Microsoft groupies will like. Overall desktop and portables: 25% going out with W2K. |
