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To: GVTucker who wrote (111581)	9/27/2000 4:28:49 PM
From: Tony Viola	Respond to of 186894

GV, re Dell price cuts: sure flies in the face of what I've been reading, saying about Xeon based servers. Still, Dell does have the reputation of selling on price much more than on function. Also, they may be getting their heads handed to them by one of the other big 4. Suspect a combination. Tony

To: GVTucker who wrote (111581)	9/27/2000 4:35:52 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

GV, re: Dell The press release: biz.yahoo.com Dell was also offering 0% business leases through 9/30 in an ad in WSJ yesterday. It is fishy. John

To: GVTucker who wrote (111581)	9/27/2000 4:41:31 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

GV - Re: "Would anyone comment on the rather sharp price cuts by DELL this afternoon.' Here's one possibility. Today, SUN finally (2+ years LATE) introduced their UltraSParc III CPU and servers based on that chip. To maintain a strong price advantage over SUN, Dell may have made the reductions in their system prices that you noted - especially in the higher end ones. Paul

To: GVTucker who wrote (111581)	9/27/2000 7:31:34 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: Xeon based servers were cut less than 20%, but the high end Xeon servers had their price cut more than 40%. It's as though they were expecting new competition in the X86 server chip market... Who could possibly be about to announce such a chip? Fortunately for Intel, they have several warehouses full of large cache Xeons (running faster than 700MHZ) that they've been not selling because Compaq asked them to. I wonder when Compaq will let Intel start selling all those fast, large cache Xeons. Intel must be getting really antsy by now what with SUN shipping the USIII and "the mystery company" about to introduce new chips. :-) Dan PS - Sure I was being sarcastic, but Intel was quite adamant that it could produce faster Xeons, so maybe they are about to release some - they claimed that such chips were ready to go some time back. If Intel is about to release say, 866MHZ and 933MHZ large cache Xeons to go up against the 900MHZ USIII, then the existing systems would have to be priced quite a bit lower or they'd never sell. OTOH, Intel also claimed it could produce 1.13GHZ PIIIs, and we all know what happened with those!