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To: William Hunt who wrote (23966)	6/29/1999 11:02:00 PM
From: puborectalis	Respond to of 27012

Gates, Barrett to plug workstations tomorrow By Michael Kanellos Staff Writer, CNET News.com June 29, 1999, 5:15 p.m. PT Bill Gates and Craig Barrett will highlight a dual company event tomorrow focused on promoting workstations based around the "Wintel" architecture. Gates, the chief executive of Microsoft, and Barrett, his counterpart at Intel, will be the featured speakers tomorrow at the Workstation Leadership Forum in Burlingame, California. The two executives will be joined by corporate customers as well as other executives. Intel is also expected to give an update on Merced, its long-awaited 64-bit processors. Samples of the processor are due any time now. The move into workstations has clearly benefited both companies and their computing allies. Intel/Windows NT workstations are growing at a compound annual growth rate of approximately 24.8 percent, according to figures provided by the companies from IDC while revenues are growing at around 20 percent. By contrast, sales of traditional RISC/Unix workstations are shrinking by around 5 percent in terms of units and 9.5 percent when it comes to revenue. Moreover, Wintel-based machines are increasing in performance and power, and in the process, competing more directly against RISC machines in all segments of the market. In the past, Wintel workstations were more prevalent in less power-intensive markets, such as finance, and not as widely accepted in markets with extravagant graphics needs, such as film and video. The movement, however, isn't as lockstep as it looks. Although its market share remains small, the Linux operating system is growing in popularity among workstation users as an alternative to both Windows NT and Unix. Even stalwart Microsoft allies like Dell Computer are loading it onto their workstations. Last year at the same event, the two companies emphasized the number of high-end application vendors, such as Synopsys, that were migrating from RISC to Wintel machines. This year, the emphasis will be on customers, such as Sony and Mondavi Winery, who have made the jump. The event takes place at the San Francisco Airport Hyatt Regency in Burlingame. Gates and Barrett will speak at 8:15 a.m. PT.

To: William Hunt who wrote (23966)	6/30/1999 2:07:00 AM
From: Sonny McWilliams	Read Replies (1) \| Respond to of 27012

Hello Bill. LU. That article you posted could be a reason. You don't think that article about TEF and LU I posted to you could be part of the reason? LU alone will get that contract. Did you read it? cbs.marketwatch.com Whatever the reason. You are right. Let's hope LU will benefit a lot from all of it. LU was up nicely today but then suffered along with some of the other telecoms. It struggled most of the afternoon and moved ahead again close to the end. BTW. There was also talk by LU about good earnings growth, even in Asia. Globex is all red at this time. Sonny