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To: Paul Engel who wrote (80073)	4/26/1999 3:20:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 186894

Paul: I feel that these boxes consume a lot of Xeon type PIII cpu's and therefore it is a great multiplier for their most profitable product. I don't think they make as much assembling the boards and installing them in cases - that is the greatest value added is in making CPU's. On the other hand they have made a pretty good business out of network cards and found that it was profitable and stayed with making these cards. It is conceivable that they might make the same assessment, in the long run, regarding this product area. In any event they establish a frontier in a new market for their high end products. John

To: Paul Engel who wrote (80073)	4/26/1999 3:20:00 PM
From: John F. Dowd	Respond to of 186894

Paul: I feel that these boxes consume a lot of Xeon type PIII cpu's and therefore it is a great multiplier for their most profitable product. I don't think they make as much assembling the boards and installing them in cases - that is the greatest value added is in making CPU's. On the other hand they have made a pretty good business out of network cards and found that it was profitable and stayed with making these cards. It is conceivable that they might make the same assessment, in the long run, regarding this product area. In any event they establish a frontier in a new market for their high end products. John