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To: Barry Grossman who wrote (37216)	2/15/2000 10:11:00 PM
From: Jdaasoc	Respond to of 93625

Barry: Intel sells worldwide and DELL, CPQ and GTW are just not a force in the newly emerging computer regions like China, Eastern Eurpoe, the rest of Asia, India and South America. I will refer to Pat Gelsinger's keynote address from SEP again. CPU sales will be growing at 20%; ASP will be going down and countries that have just started getting connected to the internet will be the strongest in increases in unit sales. SO Intel will win big no matter how much CPQ, IBM and DELL trade market shares in North America, Western Europe and Japan john