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To: Milan Shah who wrote (50748)	8/11/2001 3:49:46 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"And the number of businesses considering a move into server manufacturing is...?" At the bottom there will be some great opportunity for small start ups. Likely formed by laid off large server OEM employees.

To: Milan Shah who wrote (50748)	8/11/2001 4:57:52 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

Milan, I am sure there is space for a few feisty players, esp, as Jim points out, the discards from roadkill on the server highway. Bill

To: Milan Shah who wrote (50748)	8/12/2001 11:28:27 AM
From: Tony Viola	Respond to of 275872

And the number of businesses considering a move into server manufacturing is...? The PC and server industry is in a phase of consolidation, not expansion. There are three or four that I've seen, like Rocket Logic, aka RLX, a spinoff in Texas from Compaq. They, and all the other new ones are developing modular, or blade servers around low power CPUs, specifically Intel and Transmeta. The tower and rack markets are saturated by Dell, Compaq, IBM, HP and many smaller players. For anyone to start a business doing towers and racks righ now would be nothing short of dumb. Tony