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To: Paul Engel who wrote (91751)	11/5/1999 1:14:00 AM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

More good news? This just in: From the Nekkei Business Press* nikkeibp.asiabiztech.com In terms of the 30-day rolling average price, every region has seen an increase. But day-to-day comparisons show that the spot price fell to the pre-quake level as opposed to the contract price, which has kept rising. The spot price of the DIMMs (PC100), which had soared in the aftermath of the quake, began to decline as well, and fell below the pre-quake level on Oct. 15. The 30-day rolling average prices synchronized this downward trend. I can't speculate whether this is because of a production shift to 133, but there is still a huge market for PC100. Duke *(from the publication)Nikkei Business Publications is Japan's leading business and technology publisher with more than 30 magazines and numerous books and newsletters in print. Nikkei Business Publications is a member of the Nikkei Group, Japan's most important business publisher with the largest circulation daily business newspaper in the world, the Nihon Keizai Shimbun.

To: Paul Engel who wrote (91751)	11/5/1999 9:29:00 AM
From: greenspirit	Respond to of 186894

Paul and thread, Article..Intel says expects record quarter in Q4 November 5, 1999 BEIJING, Reuters [WN]: Intel expects a record quarter in the last three months of this year and Taiwan's massive earthquake last month was unlikely to have any impact, chief executive officer Craig Barrett said on Thursday. "We don't see any impact of the Taiwan earthquake on our fourth quarter results and we're expecting a record quarter," he told a news conference. "Our core microprocessor business is alive and well. We shipped record volumes in the fourth quarter and it's still growing," Barrett said. "And I want to supplement our growth in opportunities around the Internet economy," he added in reference to e-commerce. Intel reported worse-than-expected third quarter results in October, with a 21-percent rise in net income to $1.9 billion excluding acquisition costs on revenues of $7.3 billion, which were up nine percent.

To: Paul Engel who wrote (91751)	11/5/1999 9:55:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Paul, Intel will be using Solaris as the base OS for a new and decidedly more upscale "appliance" early next year. The Intel Web-caching appliance was announced last week at ISPCON, is aimed at small to mid-range ISPs, and is effectively an Inktomi Traffic Server box which was co-developed by the two companies. That is very interesting, an appliance running Solaris. And Intel's initial policy statements on server appliances made it crystal clear that it intended to sell hardware that didn't have complex and expensive per seat licensing fees attached to it. This ruled Microsoft out at the time, and probably still does. I wonder what Solaris licenses cost. Also, is there a "Solaris-light" (never heard of one), something like a Windows CE, scaled down for smaller machines/memory. Anyone? Very interesting Inktomi-Intel idea. Tony