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To: Eric K. who wrote (106177)	7/26/2000 1:50:27 AM
From: Paul Engel	Respond to of 186894

Re: "I did not originally notice that the Enterprise Computing Group includes the alfalpha and storage products, which were responsible for its feeble overall growth. I will be more careful in questioning Patriarch Paul in the future." You were wrong. Completely wrong. Paul

To: Eric K. who wrote (106177)	7/26/2000 10:33:02 AM
From: Tony Viola	Respond to of 186894

Eric, >I did not originally notice that the Enterprise Computing Group includes the alfalpha and storage products, which were responsible for its feeble overall growth. What are you talking about? The highlight products of Compaq's quarter, and the ones Capellas talked about most were all Intel based except some of the commercial PCs that would be Athlon: "Nowhere are the results of our efforts more evident than in our Industry Standard Server and Commercial PC businesses. Industry Standard Server revenue grew by 40 percent, further extending our leadership in building out the Internet infrastructure, while our Commercial PC business returned to profitability a quarter ahead of plan," Capellas said. In the consumer area, he highlighted Intel based products also: CPCG's return to profitability reflects its ability to deliver compelling new products including its innovative iPAQ line (featuring the iPAQ desktop and the iPAQ Pocket PC), effectively integrate Custom Edge Inc., and focus on permanent cost reduction. The iPaq desktop is Intel: compaq.com So is the iPAQ Pocket PC: compaq.com Processor: 206 MHz Intel StrongARM 32 bit RISC Processor I don't think you understand Compaq's product line terminology. Try to remember it this way: Industry Standard Server = Intel Standard Server. Get it? Tony