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To: Gary G. Withrow who wrote (115695)	11/2/2000 4:34:46 PM
From: Road Walker	Read Replies (3) \| Respond to of 186894

Gary, re: "In addition, IBM announced two new low-end servers, including the $970 x200 model with an Intel Celeron chip. IBM also released the x220, which can accommodate two CPUs, with a bare-bones price of $1,400." A server with a Celeron chip? I thought the server market was high margin for Intel? John

To: Gary G. Withrow who wrote (115695)	11/2/2000 8:43:10 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Gary - Re: 'Lawson plans to install two of the Intel-based xSeries servers in each of its 7,600 stores throughout Japan. An IBM representative declined to disclose terms of the deal' This brings a totally different concept of 'server build-out ' than I had imagined. Can you imagine what the Intel server CPU sales would be like if, say, one tenth of the retail shops in the world incorporated ON-SITE servers for customer purchases? Maybe Intel's idea of future server CPU penetration is an UNDERESTIMATE ! Paul