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To: Tony Viola who wrote (114863)10/24/2000 4:49:00 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Tony,

Lots of interesting stuff in the CPQ report:

Overall performance was led by industry standard servers, which grew
41 percent year-over-year to $1.6 billion. This is the second consecutive
quarter of revenue growth of 40 percent. Revenue growth was strong across all
regions as corporations and Internet Service Providers continued to build out
their data centers.


If you (or anyone) listens to the CC, could you post the comments that are relevant to Intel on the thread?

John



To: Tony Viola who wrote (114863)10/24/2000 5:22:05 PM
From: Jim McMannis  Read Replies (2) | Respond to of 186894
 
RE:"Compaq blow out"

Mikey Dee might just have Cherry S. on the phone now...or
maybe Paul can chase down Cherrys limo for Mikey...

LOL

Jim



To: Tony Viola who wrote (114863)10/24/2000 9:32:07 PM
From: dmf  Read Replies (2) | Respond to of 186894
 
Tony, We use YOY comparisons for Compaq and Intel and for good reason. I don't understand why YOY wasn't a reasonable comparison for Sun. Can you explain?

Sorry if I am missing the obvious. dmf



To: Tony Viola who wrote (114863)10/25/2000 12:34:29 AM
From: exhon2004  Read Replies (2) | Respond to of 186894
 
Tony:

re >>Industry Standard Servers Grow More Than 40 Percent<<

Any idea how many AMD processors Compaq had in these servers?

Regards,

Greg