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To: Tony Viola who wrote (115550)	11/1/2000 5:27:01 PM
From: The Duke of URL©	Respond to of 186894

maloney: 90% of <25k servers asiapac growing at 50%.

To: Tony Viola who wrote (115550)	11/1/2000 5:28:11 PM
From: Tony Viola	Read Replies (4) \| Respond to of 186894

Maloney: PC demand not as high as expected back at beginning of Q3, but still "brisk" and better than 1996 - 1998. Server space: record demand for Xeon - working hard to meet demand. Reasonable start to Q4 but with uncertainty. Strong mobile and server growth. Asia-Pacific now #2 market. Overtook Europe. Japan growing strongly, along with cell phones. Intel retail share best in 3 years. Corporate moving to notebooks a lot. Xeon demand up sharply (broken record). Edit: Strongarm - over a 100 design wins - saw a picture of a Compaq iPaq and a Samsung on the slide, plus about 4 more - didn't get product names. - Maloney in wrap said "on track for 4 - 8% sequential. Otellini up.