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To: Tony Viola who wrote (103498)	5/18/2000 12:43:00 PM
From: Road Walker	Respond to of 186894

Tony, Look at this, I'm beginning to suspect that Intel may have a winner: Thursday May 18, 12:01 pm Eastern Time Company Press Release Exodus to Offer Intel NetStructure Products to Provide Faster, More Reliable e-Business Services Intel NetStructure Products Can Speed Online Transactions by Up to 15,000 Percent(1) for Exodus Customers SANTA CLARA, Calif.--(BUSINESS WIRE)--May 18, 2000-- Intel Corporation and Exodus Communications(TM) Inc. (Nasdaq:EXDS - news), a leader in complex Internet hosting and managed services, today announced they have signed an agreement under which Exodus© will offer Intel© NetStructure(TM) products to its e-Business customers. The Intel products can improve online authentication transactions by up to 15,000 percent(1) (or 150 times) and can help to eliminate online customer-viewed errors while intelligently assigning data traffic to the most responsive servers. Exodus customers include more than 40 percent of the top Web sites on the Internet.(2) ``Exodus continues to enhance the solutions and technologies that it provides its customer base,'' said Beverly Brown, executive vice president and chief marketing officer at Exodus. ``By working with Intel, we can offer the best network control e-Commerce solutions to our customers and strive to deliver the highest levels of reliability and performance to support the transactions of their end users.'' ``Our Intel NetStructure products, which improve e-Business transactions and communications, are a perfect match for a complex Internet hosting provider like Exodus,'' said Brett Helm, general manager, Intel Network Equipment Division. ``By offering Intel's products, Exodus is providing businesses with the tools they need to maintain the highest availability and performance for their mission-critical Internet operations.'' Product Information The Intel NetStructure 7180 e-Commerce Director is the first device of its kind that combines security acceleration and application-aware traffic management to improve the speed of user authentication (Secure Socket Layer -- SSL) transactions by up to 15,000 percent. It also helps to eliminate user-viewed errors and balance SSL traffic among servers based on specific URLs. The Intel NetStructure 7110 e-Commerce Accelerator boosts the speed of e-Commerce traffic by offloading the processing power needed by the server for secure Internet transactions. The accelerator can enhance server performance by up to 5,000 percent.(1) These products are part of the Intel NetStructure family of communications products and services, which also includes Intel's recently announced, award-winning XML accelerators and Gigabit over Copper switches. The products target a new category of value-added infrastructure appliances and networking communications equipment for building or improving e-Businesses, and are designed to be easily deployed and complement companies' existing network and server environments. About Exodus Communications Exodus Communications is a leading provider of complex Internet hosting for enterprises with mission-critical Internet operations. The company offers sophisticated system and network management solutions, along with technology professional services to provide optimal performance for customers' Web sites. Through its subsidiary, Service Metrics(TM), Exodus is a leading source of Web site performance monitoring and measurement services. Exodus manages its network infrastructure via a worldwide network of Internet Data Centers (IDCs) located in North America, Europe and Asia Pacific. More information on Exodus can be found at www.exodus.net. About Intel Corporation Intel, the world's largest chip maker, is also a leading manufacturer of computer, networking and communications products. Additional information about Intel is available at www.intel.com/pressroom. Note to Editors: Exodus Communications, Exodus and Service Metrics are trademarks for Exodus Communications, Inc., and may be registered in certain jurisdictions. Intel is a registered trademark and NetStructure is a trademark of Intel Corporation. All other trademarks mentioned in this document are the property of their respective owners. Notes: (1) Tested by Intel Corporation during April 2000 using Sun E450 server with Solaris operating system. Similar testing of Intel's acceleration engine was tested publicly at NetWorld & Interop 1999 show May 10-12 using Sun E450 server with Solaris operating system. Also see Networkshop "Scaling E-Commerce Applications" report of 1999: www.networkshop.ca. (2) According to Media Metrix, February, 2000.

To: Tony Viola who wrote (103498)	5/18/2000 1:09:00 PM
From: Harry Landsiedel	Read Replies (2) \| Respond to of 186894

Tony Viola. Re: "Is Intel in direct competition with Sun, with all those servers, plus what's coming? Andy ? Yes. " Thank you for your excellent write-up of the annual meeting. Also, is Intel in competition with Sun DIRECTLY or INDIRECTLY, by supplying chips to CPQ, HWP, DELL, etc. HL

To: Tony Viola who wrote (103498)	5/18/2000 1:21:00 PM
From: pompsander	Respond to of 186894

tony, great writeup on the annual meeting. OT - I am a little surprised by AMAT not rebounding better, given the great earnings, reasonable P/E, backlog of orders and news like this from Intel on continued capital spending. AMAT looks like the cheapest "near sure thing" around.

To: Tony Viola who wrote (103498)	5/18/2000 2:05:00 PM
From: singletree	Respond to of 186894

Tony, Thanks for report on meeting. New products do sound exciting, and hopefully, profitable, soon. John

To: Tony Viola who wrote (103498)	5/18/2000 2:52:00 PM
From: JDN	Respond to of 186894

Dear Tony: Nice writeup. JDN

To: Tony Viola who wrote (103498)	5/18/2000 2:59:00 PM
From: Proud_Infidel	Respond to of 186894

Tony, Thank you very much for taking the time to post this. Much appreciated, Brian