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To: Road Walker who wrote (114094)	10/17/2000 6:14:36 PM
From: Tony Viola	Read Replies (4) \| Respond to of 186894

Otellini says P4 ramp will be very steep in Q101, steeper than PII was. He's comparing to PII because that was the last big design change.

To: Road Walker who wrote (114094)	10/17/2000 6:30:53 PM
From: Bob Kim	Respond to of 186894

John, In the past two years, IBM has missed nearly every time ML went out of their way with positive comments. This time, the analyst actually raised numbers ahead of the earnings release, in the past, the analyst talked up the possibility of upside, (once boosted the price target the morning of earnings and regretted it a few hours later), but never made any changes to the model.