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To: Mani1 who wrote (2230)	7/25/2000 3:28:11 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Mani, I believe we established that Compaq is using Tbird as well. But your other point is valid - lack of Duron systems. Via is in process of screwing up another AMD quarter. This is crazy, but I think that when 760 is out, AMD should make 1 chipset per processor (to prepare for inevitable Via "accident". It is less costly to stockpile (and possibly throw to the dumpster) a bunch of chipsets than sit on a million of unsold CPUs that lose about $1 or $2 in value per day each. Joe

To: Mani1 who wrote (2230)	7/25/2000 3:29:49 PM
From: milo_morai	Read Replies (1) \| Respond to of 275872

DIARY - Germany - to August 20=2 Tue Jul 25 03:30:00 EDT 2000 =====CORPORATE EVENTS===== BERLIN - Schering AG first half 2000 report to be released DRESDEN - AMD Saxony Manufacturing GmbH news conference on the compnay's strategy 1200 GMT ragingbull.altavista.com Did this news conference happen yet? Dave

To: Mani1 who wrote (2230)	7/25/2000 3:55:00 PM
From: milo_morai	Respond to of 275872

Mani.. TV ad's QVC 7/23/00 - 11:04 PM... Very fast. You've got 6 gigabyte hard drive, 64 megabyte of ram. Dvd. The phone cord even comes with it, so you'll have the phone cord to plug in to your hotel room, or even at home to go on line. The ac adapter. The dc adapter. The battery, the lithium ion battery, which has more than 2 1/2 hours on it. All for $1,797, and a toshiba. On vacation, you want to still be productive, this is a great way to go. Only about a dozen remain. $1,797 Is your price, and intro ductary one at that. The emachines, amd athlon 700 megahertz computer system, very popular tonight. 30 Gigabyte hard drive, 17-inch monitor and the 1200 by 1200 printer, e e-24357. Our powerful -- most powerful emachine ever. Your final price, $1,260. Available on our easy payment plan, three monthly payments of $455. Remember, only 54 minutes for you to take advantage of our today's special value that great samsung 170 millimeter zoom camera. One more hour to go in our high tech toys show, so stay with us. Tty: 1-800-544-3316 and more.... tveyes.com tveyes.com

To: Mani1 who wrote (2230)	7/25/2000 4:34:34 PM
From: Joey Smith	Read Replies (2) \| Respond to of 275872

re:Beating the earnings numbers for this quarter is getting more difficult by the day. AMD is stock piling up the Duron and TBird for at least a month now. I am worried. More importantly, a quick scan of Pricewatch shows Intel has improved availability of all its speed grades. AMD's "free pass" may soon be over... Joey

To: Mani1 who wrote (2230)	7/26/2000 3:09:39 AM
From: Petz	Read Replies (1) \| Respond to of 275872

Mani, re:<right now I'd be happy with a Duron machine> Did you notice the ComputorEdge in SD the past couple weeks? There are TBird and Duron systems for sale at four or five screwdriver shops. One of them is PC Club which has quite a few locations in So. Cal. They were running a special deal on TBird 800 MHz systems which have a special certification from the American Internet Gaming League. Anyhow, the first 80 systems they sold on July 22 were $200 off at $1099. They were fully outfitted with 128M, your choice of Hercules or Elsa GTS GeForce2 32M video cards, etc. I counted 4 other firms selling TBird systems and 3 selling Duron systems. A week ago, I think the numbers were 3 and 2. Not many Duron systems yet, but probably the result of scarce motherboards being allocated to the more profitable, higher MHz, TBirds. In the San Deigo SD-shop market there are almost no Celerons above 533 MHz, so the lack of Durons is probably not resulting in less AMD market share, but is stopping AMD from gaining market share. Petz