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To: Road Walker who wrote (104579)	6/19/2000 6:01:00 PM
From: steve harris	Read Replies (1) \| Respond to of 186894

John, re:What does AMD have to fall back on if retail sales slow this year? Will Mr. Sanders still be able to deliver on the promise of doubling Athlon sales each quarter this year? FLASH? What will iNteL do since they appear to continue to screw up? Otellini is our friend. I'm glad iNteL supporters dropped the mantra: "Wait until iNteL starts a price war....." Cheers! steve

To: Road Walker who wrote (104579)	6/19/2000 8:43:00 PM
From: Dan3	Respond to of 186894

Re: eMachines is a proxy for the US retail PC market... eMachines is an amazing example of a company throwing away in 6 months a franchise that took 6 years to build. Every time I see an Ad for an eMachine with a Pentium III for $299 or whatever it reminds me how stupid and short sighted marketers can be. For much of the retail market, an Athlon is the core of an expensive, high performance computer while a K6 or Pentium III is what you get for free when you sign up with AOL.

To: Road Walker who wrote (104579)	6/19/2000 9:33:00 PM
From: Mani1	Respond to of 186894

John, I am not sure if eMachine is a good example. I went to a local Fry's over the weekend and there were tons of eMachine boxes. All the one which where located at a prominent place were $299 machine with a Celeron 400 Mhz and 32 MB of ram. The funny thing was that they had a sticker on each machine that said, "Never Obsolete"! I asked myself, how do these guys make any money selling junk boxes for so cheap. I would personally spend $200 more and get a Compaq or HP with +500 MHz CPU and 64 MB of ram. Most configurations that eMachine was offering was already obsolete! Why would anyone buy the configuration that eMachine was offering? I know eMachine said otherwise, but I think the problem is more with eMachine's product than the market. Mani

To: Road Walker who wrote (104579)	6/19/2000 10:57:00 PM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

From the Lip Gun Department: "eMachines is a proxy for the US retail PC market" I don't wish to seem indelicate here, but emachines seems more to be a proxy for a business plan common among a bunch of new dot coms: OUR MOTTO: "We Lose a Little on Each Sale, But We Make it Up on the Volume" In attempting to blow about $200,000,000 to develop a Franchise, the cash ends up being spent on name recognition, ie no distinguishable product. This works as long as there is fresh meat in the investor community and among banks who are willing to lend in the hopes that their source of repayment will not be from profits, but from their new investment/brokerage division. Companies like this, only cause disruption in the market and hurt established companies margins until somebody goes out of business. **I really have not studied EEEE, it could be that they have funded everything out of cash flow, but a quick look at their balance sheet says not.