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To: Meathead who wrote (24127)	12/3/1997 9:15:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 176387

Survey Compares Websites of Dell, Gateway, and Micron EL SEGUNDO, Calif., Dec. 3 /PRNewswire/ -- The website TestNow posted the results today of a series of website tests it ran to celebrate the launch of a new section called NetVibe. The testing series entitled "Buying PC's Online" asked members of TestNow's survey panel to evaluate the websites of Dell, Gateway, and Micron. After completing surveys about each of the sites, the panelists then answered a set of questions comparing the three and a set of questions about their intended computer-related purchases during the upcoming holiday season. TestNow launched the NetVibe section in order to build awareness of the web-based concept testing services it offers. In a typical website test, 100 members of an online panel review a website and provide feedback via surveys. The responses are then compiled in real-time reports that can be accessed online. Each of the three computer manufacturers' websites were tested using TestNow's standardized "SiteTest Lite" service. One of the key features that TestNow hopes to demonstrate with this program is the speed with which online concept testing takes place. The entire process of setting up the tests and getting 100 responses for the "Buying PC's Online" series was completed in less than 24 hours. This compares with weeks or months for other methods of concept testing. TestNow plans to run a similar testing series each month on a different topic. In this way the website can provide a free online resource center for information about how websites in different categories stack up against each other. Future topics will in part be selected from suggestions by visitors to TestNow. The results of the "Buying PC's Online" series can be accessed online at testnow.com. The reports include summaries of the multiple choice questions, full text of the open-ended questions, and a demographic breakdown of the 100 respondents.

To: Meathead who wrote (24127)	12/4/1997 1:16:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Meathead, By my reckoning the IDC report is in error. Server revenues are not 17% of systems revenue. In fact, I estimate that server sales account for 8% of system sales and workstations about 2%. I base this on the Q3 financial statement, the Dataquest shipment number, and comments made by Meredith during the last CC to the effect that the server sweetspot was around $ 6,000. Here is my SWAG: The Q3 financials state that enterprise sales are 10% of system sales.... This yields 293 M in revenue from enterprise sales. Probably 4/5 of enterprise sales are server sales. Assuming that unit sales are 1.215 M units: The ASP of the Enterprise sales is approximately $ 6,003. The ASP of Desktops and Laptops combined is $ 2,263. I can not break it down further because I do not have the either the number of desktops shipped or the number of laptops shipped. Thus the basic hardware ASP is $ 2,263 not $1,540. Regards, Jim kelley