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To: Amy J who wrote (91523)	11/1/1999 8:00:00 AM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Amy, What I meant was the soft market for high end servers reported by IBM and HP, and blamed on Y2K. Suppose you are an IT manager, you are aware of Itaniums release in 2000. You feel that this product will meet your needs at a lesser cost than the current products available from IBM/HP. So you decide to wait, and you use the most convienent excuse, you say you are waiting to get through Y2K before making a any decisions. I have no exposure to IT managers so this is just thinking out loud, speculation. But it does bring up another question. Will Itanium be compelling enough to cause an industry slowdown prior to it's release? John

To: Amy J who wrote (91523)	11/1/1999 10:32:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Amy, John, the softness IBM reported in their 3Q statement was for mainframes (System 390), risc processors (RS6000) and minicomputers (AS400). IBM indicated strong sales for their Netfinity line (all Pentium III or Pentium III-Xeon based) and pretty good sales for PCs (Intel, AMD). I highlighted this, after reviewing IBM's report, in a post here last week or the week before. IBM's server weakness was for enterprise systems, which Intel isn't quite into yet (Itanium...). Tony