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To: Road Walker who wrote (107319)	8/10/2000 6:12:59 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

John, from Dell's website, Second-quarter revenue from enterprise computing systems -- network servers, storage products and workstations -- increased 46 percent. That is impressive, and it's revenues, not units. The rest of the business didn't grow anywhere near that amount, obviously. CC: 1st question was about components' supply. Dell's only comment was wrt memory (no Intel mention. No news is good news in that regard!). Tony

To: Road Walker who wrote (107319)	8/10/2000 7:15:38 PM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 186894

John Fowler. Re: "Semiconductor demand." Good news on servers. Here's a recent report from Bear Stearns on the Semiconductor industry. Demand is good; the market has overreacted to the downside. Message 14193883 HL