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To: Tony Viola who wrote (107273)	8/10/2000 12:32:05 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Tony - Thanks for the great report from Gartner Group on Server and Workstation shipments and market share. I am surprised at the strength of DELL in those findings, considering the fact that their stock is continually battered because of persistence rumors regarding their supposedly "soft" business conditions. I guess we'll know a lot more this afternoon after DELL reports their earnings. paul

To: Tony Viola who wrote (107273)	8/10/2000 12:44:59 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Tony, Thanks for the Gartner info, very impressive. Just got off a CC from a company that sells memory for servers. When asked about the Intel based server market, they said the low end is showing "extraordinary" growth. That the rack type servers (I think he called them IU's?, can't read my own notes!) were selling "by the 1000's". To give equal time, they also said that Sun was very strong in the high end, it was implied at the expense of their competition. John