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To: Tony Viola who wrote (126251)	1/30/2001 11:47:36 AM
From: Road Walker	Respond to of 186894

Tony, Looks like iPAQ is still the hot item. I'm surprised we haven't heard about any additional design wins for Intel in PDA's. Ten O'Clock Tech: IPaq's Gray Skies By Arik Hesseldahl Being popular has its good and bad points. That's a lesson that computer maker Compaq Computer (NYSE: CPQ - news) has had to learn with its popular iPaq Pocket PC handheld computer. Speaking at the World Economic Forum in Davos, Switzerland, Compaq CEO Michael Cappellas confessed to what anyone eagerly awaiting to buy one already knew: that for every 25 people wanting one, there is only one to go around. Compaq's response has been to launch a watered-down version of the device in hopes of filling at least some of the crushing demand for the iPaq, which is on the wish lists of the gadget crazy everywhere. This iPaq, the H3150, will differ from its much-sought cousin, the H3650, in one key way: It will have a monochrome screen. Inside, it will be almost the same iPaq you've been lusting for. It has the same 206 megahertz Intel (Nasdaq: INTC - news) StrongARM processor, but it will ship with less memory--16 megabytes of RAM--compared to 32 MB for the color version. For taking the lower-end device, you get to save about $150. The H3150 will cost about $350, compared to $500 or more for the H3650. The company says it's battling a parts shortage that's making the iPaq difficult to manufacture in sufficient numbers. One significant missing component is the bright color display, which is one of the primary reasons people want it so badly. Will they still pay for 15 shades of gray? Barry Young, vice president of display technology research firm DisplaySearch in Austin, Tex., says that at the moment, there's too many display manufacturers set up for making large flat-panel displays for PCs. But when it comes to turning out 3.6-inch color displays used in the iPaq and other Pocket PCs, like those from Casio and Hewlett-Packard (NYSE: HWP - news), there's a manufacturing shortage. ``It's not easy to switch from making the larger screens to making the smaller ones, and all the factories are optimized for making the larger ones,'' Young says. Those manufacturers have just caught the hint, and some in Taiwan and Japan are moving toward making the smaller displays. Young says the shortage should abate over the next six months. He has forecast that manufacturers will ship 400,000 iPaq-sized displays this quarter, with the number growing to 625,000 by the fourth quarter and 825,000 in the fourth quarter of 2002. Cappellas also announced that Compaq would develop another color display that will hopefully be easier to make, cost less and be less prone to shortages. It seems Compaq never expected the iPaq would be so popular. But it's doubtful those who want one most will be satisfied with the monochrome model. If that's what they wanted in the first place, they would have bought a PalmPilot. Related Item: Hackers Hammer Microsoft Subscribe to Forbes Magazine Go to www.forbes.com to see all of our latest stories.

To: Tony Viola who wrote (126251)	1/30/2001 11:50:57 AM
From: Gary Ng	Respond to of 186894

Tony, OT: while we are talking about storage A funny story from "The register", sound very similar to the AMD will kill Intel tune, this time it is cheap linux box will kill EMC :-) theregister.co.uk gary PS. seems that our portfolio are very much similar :-)

To: Tony Viola who wrote (126251)	1/30/2001 11:51:01 AM
From: Ibexx	Respond to of 186894

OTOT - Storage Hi Tony, Brocade plummeted $10 and change this morning, on Goldman Sachs' downgrade. I never took a position in this stock, solely out of concerns over its rich valuation. I understand BRCD's dominant role in SAN switches, but how formidable is this lead in terms of time span - do you see it in an undisputed leadership role in the foreseable future? If not, then its rich valuation (still rich, after the $10+ haircut) may not be justified. Would appreciate any thoughts you may have. TIA, ibexx@tryingtoresistbargains.com

To: Tony Viola who wrote (126251)	2/1/2001 7:47:22 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

OT Hi Tony, RE: "First, best of luck on your beta installation. May all your gotchas be little ones." Thank you. We had a blast. There is nothing better than seeing product get deployed. We had a great day. We got a lot of contacts (leads), and one especially good contact that has the potential to yield a leveraged sales channel (indirect sales) that we are targeting, which was fortunate. We did hit one snag. Some of the routers out in the field are old, thus buggie. We don't want to get in the business of demanding our customers upgrade their network gear. That would be a barrier to our growth, so we'll have to do some more stuff on our end before we ship product because the current workaround would not be acceptable for a shipping product. Nonetheless, I am feeling a lot more comfortable. There's nothing better and more confirming than hearing a network sys admin say they want the product. Regards, Amy J