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To: Amy J who wrote (115682)	11/2/2000 2:24:17 PM
From: Tony Viola	Respond to of 186894

Amy, in the server market share article, what part doesn't look good for Intel? Tony

To: Amy J who wrote (115682)	11/2/2000 2:24:36 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Amy - Re: 'That doesn't look good for Intel. What's up? ' What doesn't look good - Sun's faster growth rate? Paul

To: Amy J who wrote (115682)	11/2/2000 2:32:32 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Amy - Here's some good 'server news' for Intel. "NetLedger looked closely at UNIX(1)-based RISC platforms before deciding to standardize on dual-processor servers based on Intel Pentium III processors. ``The Intel-based servers were the most robust of the lot,'' said David Durkee, NetLedger chief information officer. " biz.yahoo.com Thursday November 2, 11:02 am Eastern Time Press Release NetLedger Standardizes On Intel-Based Servers to Support On-Line Accounting, Business Applications SANTA CLARA, Calif.--(BUSINESS WIRE)--Nov. 2, 2000--NetLedger, Inc., nationally recognized provider of Web-based solutions for small business, has standardized on Intel® Pentium® III processor-based servers to deliver its on-line accounting and business applications to a rapidly growing customer base. In less than two years, the company's IT resources have grown from one Web server and four database servers to a farm of 500 Intel-based servers housed in a new data center. NetLedger provides professional accounting applications and business management software on the Web, enabling small businesses to simplify the tasks of managing their books, accounting procedures and other business tasks, from anywhere and at any time. NetLedger's popularity, evidenced by accolades from ``PC Magazine'' and ``Smart Business,'' derives from combining the best features of desktop-based accounting applications with universal access, easier maintenance, freedom from upgrade hassles, and a secure environment. For a subscription fee beginning at $4.95 per month, NetLedger helps small businesses to compete in the new economy. NetLedger enables use of small business accounting systems as e-Business tools so businesses can connect with their customers, employees and suppliers, offering functions such as expense reporting, on-line customer ordering and remote employee, customer and supplier access. Strong encryption provides rigorous protection of systems and proprietary information against intrusion. Choosing the Intel Platform Selecting the platform to support its services was a careful process. NetLedger looked closely at UNIX(1)-based RISC platforms before deciding to standardize on dual-processor servers based on Intel Pentium III processors. ``The Intel-based servers were the most robust of the lot,'' said David Durkee, NetLedger chief information officer. The company worked with systems integrator VA Linux to build a standard server configuration running the Linux(1) operating system and Oracle8i(1) database software, which Durkee said offered the most compelling mix of scalability, reliability and affordability. ``Linux was a driving factor for us, since it allows us to scale without limit,'' Durkee said. ``The way we have architected our infrastructure, we can plug in another 100, 200 or 500 Intel-based servers on very short notice, and we don't have to worry about being hurt by licensing costs.'' NetLedger deploys its Oracle data on separate servers on the network while ``caching'' active data locally. Durkee says that such distribution and caching of data have improved system performance by 20 to 25 percent. Slim Form Factor for Quick Deployment The VA(1) Linux servers, each with dual Pentium III processors running at 500MHz, contain 512MB of memory and 8GB of local storage. NetLedger is planning to transition about one quarter of its rack-mounted servers from the popular 2U form factor to the slimmer (1 1/4-inch) 1U ``pizza box'' form factor. The more compact systems will reduce co-location costs and enable convenient, quicker deployment of more servers. NetLedger has tuned its server farm to ensure high uptime. ``We wanted a scalable architecture that was extremely fault tolerant and highly available,'' Durkee said. ``We load-balance in front of our Web farm and monitor our database servers every 30 seconds. From any moment of failure to complete resumption of the database takes five and a half minutes. No one else has anything close to that.'' For more information about how NetLedger and other companies are building their e-Business infrastructures on Intel solutions, please visit www.intel.com/eBusiness. Intel, the world's largest chipmaker, is also a leading manufacturer of computer, networking and communications products. Additional information about Intel is available at www.intel.com/pressroom. (1) Third party marks and brands are property of their respective holders. -------------------------------------------------------------------------------- Contact: Intel McLaren Harris, 978/568-6015 mclarenx.harris@intel.com Bill Kircos, 408/765-9919 bill.kircos@intel.com

To: Amy J who wrote (115682)	11/2/2000 2:35:11 PM
From: GVTucker	Read Replies (3) \| Respond to of 186894

Amy, taking that one step further is a Merrill enterprise survey that I was reading this morning. The only two OS's that are gaining share in the enterprise market are Solaris and Linux, with Solaris gaining much faster than Linux. Everyone else, including Win2000, is losing share right now. Given that the ability of Linux to scale is still in question, Merrill argued that it is possible for Solaris to dominate in the high end. I would argue that Linux' ability to scale is growing every day, and that its share should start growing faster than Solaris by next year.

To: Amy J who wrote (115682)	11/2/2000 4:25:10 PM
From: John Hull	Read Replies (1) \| Respond to of 186894

Amy, Don't be mislead by the numbers as you see them here. If you have the report you'll see that, while Sun is growing rapidly, a significant portion of the share they are capturing comes from the "other" UNIX boxes. Of course, those numbers are rolled into the totals for guys like IBM, Compaq, HP and the other guys who have UNIX offerings. The Intel-based server market segment share is quite large overall and growing more in terms of absolute units. Intel-based servers are also taking segment share within heterogeneous architecture OEMs like those mentioned above. So, yes Sun is growing well AND yes Intel-based servers are growing very well too. In fact, you'll notice from the webcast yesterday that Intel-based servers are gaining segment share in the >$10K server market. This is where Sun lives. I think maybe they are the ones who should be worried.... Regards, jh