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To: Richard Habib who wrote (105033)	6/28/2000 1:31:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Rich, Compaq's data was based on revs also. Good point about some of their numbers being forward looking. Here's the meat of the report that came out yesterday: 25% sales growth rate in NT servers being seen currently. Sales would be revenue: Rating: BUY Change: None Target: $45 We met this morning with Mary McDowell, head of Compaq's NT server division. Mary's division accounts for approximately 20% of total sales but is experiencing 25% growth rates, well above the corporate average. NT servers also drive a higher gross margin, around 32%, versus the company average of 22%. We believe NT server sales could account for nearly 25% of total sales by the end of the current year. In conclusion, we feel more confident regarding the pace of business in Compaq's current quarter. Tony