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To: Tony Viola who wrote (91533)	11/1/1999 1:56:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 186894

Tony and All: Taiwan earthquake rocks NAZ. Just as NAZ about to go through 3000 Taiwan 6.9 earthquake is reported. JFD

To: Tony Viola who wrote (91533)	11/2/1999 2:00:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

RE: "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" Hi Tony, I remember your post, which I had found extremely helpful - thanks for continually being up on IBM. The post I was referring to was an industry report on Server revenues (7%) which someone posted about 6 months ago. Since sales were strong in the Netfinity line, where Intel is a player, I think Intel could duplicate this formula of success as it heads upward with Itanium. Amy J