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To: Tony Viola who wrote (112738)10/7/2000 3:39:02 PM
From: Joe NYC  Read Replies (1) | Respond to of 186894
 
Tony,

I find the Compaq number surprisingly low. Do these numbers separate for example Compaq storage products, placing them in non-Intel category?

The article is not very clear, but I would not be surprised if what they call "Intel based" is not "Intel and AMD based", because they are talking in the article about PC vs. non-PC.

Joe



To: Tony Viola who wrote (112738)10/7/2000 4:01:25 PM
From: Paul Engel  Respond to of 186894
 
Tony - Re: "The other surprise is the article says 85% of Gateway's business is Intel based computers. Do they mean Intel compatible, or Intel period? "

Most likely, that is Intel compatible (Intel & AMD) - since Gateway is trying to derive additional revenues from ISP services, etc.

Paul


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