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To: Paul Engel who wrote (139099)	7/13/2001 1:52:44 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Asustek will produce close to 200,000 P4 boards for Dell each month They may be making a big push this fall, but the numbers you've presented sure don't confirm anything. They better be getting a bunch more boards somewhere else. That supports a run rate of 600K P4s per quarter, from the company that's pushing P4 hardest - Dell likely accounts for 50% of the P4 market. Dell had better be increasing P4 motherboards by a whole lot more than that if there is to be any substantial ramp at all. Dan