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To: Road Walker who wrote (107648)	8/16/2000 5:27:21 PM
From: Tony Viola	Respond to of 186894

John, >How do you read the following (in bold), seems inconsistant with their other statements (is this Intel based systems?): ``Our UNIX server business grew 13 percent in revenue year over year against a very tough compare, with order growth of 23 percent in dollars and 43 percent in units. Revenue growth outpaced our competitors' at 117 percent in the low end; we're lengthening our lead in the midrange, as confirmed by IDC; and we're expecting a highly successful launch of the high-end SuperDome product in mid-September. Our systems are the most richly configured in the industry, leading to higher profitability. Our confidence is growing, based on robust order growth and a strong pipeline. Not Intel. Their Unix servers are based on their own PaRisc chips (however, Intel does build some or all of these chips for HP. They have very large caches, like Xeon). Their Unix lines are called things like HP9000. Their Intel based are called PC Servers and Net Servers, names I hate. I hope they change the name for IA64 based. I think the way you can read the bolded part above is that Sun has fled to the medium-high to high end, not that HP is gaining a lot on Sun. That wouldn't hurt my feelings either though. HP doesn't blow whistles on competitors. Tony