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To: Jim McMannis who wrote (114879)	10/24/2000 7:43:14 PM
From: Tony Viola	Respond to of 186894

Jim, if you're trying to tie CPQ's good quarter to AMD, forget it. CPQ, although not de-emphasizing the PC, is really pushing servers, storage and access. "Everything for the Internet" is the slogan I've seen. Every report I've read starts off this way: Meanwhile, Compaq did well in the two important areas of servers and storage. Sales of Intel-based servers running the Windows NT operating system rose 41% to $1.6 billion. And revenue in the company's storage division, flat in the second quarter, managed to rise 9%. thestreet.com Maybe Dell and AMD would be good partners. <g>

To: Jim McMannis who wrote (114879)	10/24/2000 9:44:20 PM
From: Meathead	Respond to of 186894

Re: Doesn't Dell sell servers and notebooks, too? Why did they warn and Compaq blowout? It sure wasn't because Compaq offers AMD based systems in their lineup. Look at the IDC numbers for Q3. Sequentially, Dell increased PC unit shipments worldwide by 384k units to Compaq's 366k unit increase. In other words, Dell grew their PC business (desktops and portables) in terms of percent and absolute units more than Compaq. That should be enough numerical proof to put your AMD theory to rest. Listen to Compaq's CC to get a better sense of where their Q3 strength came from. MEATHEAD

To: Jim McMannis who wrote (114879)	10/25/2000 12:42:43 AM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: Doesn't Dell sell servers and notebooks, too? Why did they warn and Compaq blowout? A friend of mine is at IBM Global Services and is presently dealing with a large (sites in tens of states) account that transitioned from being primarily Compaq to primarily Dell servers over the past year. They've been having far more problems with the Dell machines than they ever had with the Compaq machines. And when they do have problems, the Dell field support staff are worthless. They have a 7 x 24 4 hour response contract with Dell but he has to keep sending his own staff to solve problems - Dell field support can't handle them. They've had particular trouble with the RAID controllers and management software Dell has been using (I don't know who OEMs the controllers to Dell). Dell OEMs open view in a crippled version and the driver support has been poor with very fussy compatibility. Even though the sites procured full versions of Open View from HP, they've continued to have driver and version problems (e.g. new console software won't work with in place systems until a field upgrade has been performed - no backward compatibility even with their own systems and drivers). They never have such problems with Compaq. They also lost arrays at 3 of the sites in the past few months and the systems were down until restored from tape! RAID 5 arrays should never, or at least very, very rarely go down when all that happens is a singel physical drive failure (which is what happened in these cases). So the Dell vs. Compaq difference may be partly Intel vs. AMD but also due to word getting out that Dell doesn't have any real engineering or support people while Compaq has the 30 year experienced DIGITAL teams plus whatever was there before the addition of the DIGITAL staff. Kind of weird to think about IBM calling on DIGITAL staff to field support Compaq servers! This business has changed. I don't use either Dell or Compaq, and he's the only one I know with extensive experience with both. Anyone else out there with some Dell vs. Compaq first or second hand knowledge? From the perspective of the Intel vs. AMD battle it may mean that Dell hasn't much to fall back on if doesn't keep getting cheap parts from Intel in exchange for eschewing AMD. So I don't see much chance for AMD in Dell machines any time soon. Regards, Dan