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To: steve harris who wrote (87780)	9/5/1999 12:21:00 AM
From: Mike Morley	Read Replies (2) \| Respond to of 186894

Or does this "Eric Singer" have his facts in error? Yes. He does. He should have said in the RETAIL portable marker. Mike

To: steve harris who wrote (87780)	9/5/1999 3:32:00 AM
From: Brian Malloy	Read Replies (2) \| Respond to of 186894

Some of us don't believe everything that we read. Especially when it comes to AMD. The average AMD shareholder reaches out for any morsel or scrap that looks positive. You are just being set up for another disappointment.

To: steve harris who wrote (87780)	9/5/1999 8:07:00 AM
From: Fred Fahmy	Respond to of 186894

Steve, Re: Market share in retail market I am very familiar with those figures. Once gain, this makes for a nice "sound bite" but doesn't tell the real story. The article is talking about "retail" share and it is talking about "volume" share. How many businesses buy their notebooks in the retail channel??? Virtually none?? The last study I saw stated that the US retail channel accounts for 10% of the worldwide PC opportunity. Of course when we talk about AMD, we have to talk about this tiny, non-bell weather, channel because for all practical purposes, this is the only channel they play in. The second point gets back to volume vs. revenue share. I'd be curious to see the same figure in terms of revenue share. In all my dealings with various companies around the world, I have yet to see a single AMD notebook in use at any of our sites, customers, partners, or vendors. Finally, the AMD notebooks that are sold are not sold as high end desktop replacements.....the cream of the crop, high margin, $3000-$5000 type. It is very realistic to expect the same type of segmentation in the notebook arena that we have seen in the desktop space. We all know, how successful that strategy has been for Intel and AMD <gg>. Good luck, FF