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To: rudedog who wrote (62281)	8/11/1998 11:04:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

rudedog, Re: "CPQ dried up the pipe on the older processors and upgraded even the high volume products to Xeon, now customers are screaming for them." I assume you mean customers are screaming for Xeon, not the high volume older processors that CPQ dried up the pipe on? Tony

To: rudedog who wrote (62281)	8/11/1998 12:15:00 PM
From: Paul Engel	Respond to of 186894

rudedog - Re: "Make that 100%." Well, I was close. Re: "CPQ dried up the pipe on the older processors and upgraded even the high volume products to Xeon, now customers are screaming for them." That certainly is real good news. The higher margin Xeons will go a long way to help Intel's bottom line and judging by the price of COmpaq's servers - $10,000 - $50,000 - they will help Compaq as well. Paul

To: rudedog who wrote (62281)	8/11/1998 2:19:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Rudedog, how to take your statement two ways, albeit not a 50 - 50 split, sense-wise: I believe (anecdotal evidence) that much of the backlog is in Xeon based machines - CPQ dried up the pipe on the older processors and upgraded even the high volume products to Xeon, now customers are screaming for them. 1. The 90 - 95% most sensible way to interpret: customers are screaming for Xeon, because they are new, good and fast, and up to twice as fast as PPro (ed note). 2. The 10 - 5% way: CPQ dried up the pipe on the older processors, in favor of Xeons, but customers were used to, liked, and had their larger, overall systems of software, peripherals and applications designed and tuned around the older processors, so they are screaming. You think this is funny? Must be the difference between a hardware guy and a software guy. Woops, I looked, double E, huh. Seriously, I have seen products discontinued too early in favor of the "latest and greatest", and customers didn't like it at all. Not this time, though. Good. Tony