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Technology Stocks : Intel Corporation (INTC)
INTC 37.83-4.3%Dec 12 3:59 PM EST

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To: rudedog who wrote (62281)8/11/1998 2:19:00 PM
From: Tony Viola  Read Replies (1) of 186894
 
Rudedog, how to take your statement two ways, albeit not a 50 - 50 split, sense-wise:

I believe (anecdotal evidence) that much of the backlog is in Xeon based
machines - CPQ dried up the pipe on the older processors and upgraded even the
high volume products to Xeon, now customers are screaming for them.


1. The 90 - 95% most sensible way to interpret: customers are screaming for Xeon, because they are new, good and fast, and up to twice as fast as PPro (ed note).

2. The 10 - 5% way: CPQ dried up the pipe on the older processors, in favor of Xeons, but customers were used to, liked, and had their larger, overall systems of software, peripherals and applications designed and tuned around the older processors, so they are screaming.

You think this is funny?

Must be the difference between a hardware guy and a software guy. Woops, I looked, double E, huh.

Seriously, I have seen products discontinued too early in favor of the "latest and greatest", and customers didn't like it at all. Not this time, though. Good.

Tony
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