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To: Tenchusatsu who wrote (114874)	10/24/2000 6:36:39 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"What for? It seems Compaq's biggest growth area is in the standard high-volume server arena, where AMD's presence is nil. I certainly don't see Compaq parading their AMD-based retail boxes as a big reason for their earnings blowout." I thought they stated growth was across the board including retail. Looking at Dells warning, I wonder what the key is? They sell servers don't they? Actually they are no. 3 I think... So why does Dell warn and Compaq blow the socks off earnings and revs.? Jim

To: Tenchusatsu who wrote (114874)	10/24/2000 6:43:36 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Jim, <Mikey Dee might just have Cherry S. on the phone now...> >>What for? It seems Compaq's biggest growth area is in the standard high-volume server arena, where AMD's presence is nil. I certainly don't see Compaq parading their AMD-based retail boxes as a big reason for their earnings blowout. Exactly. Emphasized most in the bit of CC I heard were industry standard servers, specifically as web servers; enterprise storage, and then Capellas said something like 'PCs - no slowdown.' I heard their notebooks were the biggest part of their PC growth, and that iPaqs were hot. I'm going to try to listen to more of the CC, maybe early tomorrow. Tony