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To: pgerassi who wrote (230852)	4/20/2007 8:55:07 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Dear Pete, You're telling tall tales again. 4 socket servers are the trend for server consolidation via virtualization. False. The trend is away from 4S toward 2S & 1S. Paul Otellini I think the overall shift to DP in particular is one which is kind of the overarching trend in the industry over the last three or four years. That has picked up a bit as we've shifted to Dual and now Quad-Core products, because the Quad-Core DP is essentially a cheap 8-way, with much of the robustness and very good price performance and the power matrix are exceptional. So that's driving an overall trend away from MP towards DP in the industry and that's going to modulate quarter-by-quarter, but for the most part that is the trend line that we operate on. And in MP space, that really gets down to the specific customers and specific product lines and so forth. I don't know that I want to comment on our customers, except to say that this over arching trend is one that we would expect to continue over the course of the year. seekingalpha.com I suppose I shouldn't hold my breath waiting for any evidence to the contrary from you, because you don't have any.

To: pgerassi who wrote (230852)	4/20/2007 9:37:56 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 275872

Pete, the numbers I've seen show a downward trend in number of 4P servers sold, corresponding with an upward trend in number of 1P and 2P servers sold. I've heard the arguments for 4P servers over 1P and 2P, but apparently the latter enjoy the economics of commoditization. Especially when a 4P server cost well over twice that of a 2P server. You can do the math from here. I believe Google, one of the biggest trend setters in server consumption, is a huge buyer of 2P servers and blades. Tenchusatsu