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To: Jim McMannis who wrote (4740)	8/12/2000 12:22:34 PM
From: Joe NYC	Respond to of 275872

Jim Re: Sony notebooks That's a great win. The Vaio notebooks do look impressive. From the schedule, it appears that these chips will initially be K6-2+, but it's great to have the foot in the door. Joe

To: Jim McMannis who wrote (4740)	8/12/2000 1:22:41 PM
From: chic_hearne	Read Replies (1) \| Respond to of 275872

Re: Sony notebooks Jim, I think Intel might be having some problems delivering high speed mobile Pentiums. Here's a few posts from another thread. Maybe someone can take the time to verify the info... Message 14198031 Message 14202472 Imagine that, Intel cannot deliver high speed parts? chic

To: Jim McMannis who wrote (4740)	8/12/2000 7:20:05 PM
From: ptanner	Respond to of 275872

Jim, Re: Sony goes AMD (and Transmeta) in Notebooks Nice story on AMD's retail notebook success. Numbers in the article don't all add up, though: "The move may help strengthen Sony's position in the mobile retail market (the company has already garnered more than a 50 percent share of the U.S. retail market)." as this doesn't match "In the United States, for example, AMD chips were featured in a majority of notebooks sold in the retail market in June, according to the market research firm PC Data in Reston, Va. 'They have quietly been a very strong player in the retail notebook market,' said Stephen Baker, an analyst with PC Data. 'Since last November, every month they have accounted for over 50 percent of the market.'" Probably the Sony = 50% number is wrong -- as AMD's retail notebook share has been consistently impressive and Celerons very poorly received (2.1%). If Sony is a major vendor this would be a nice new customer for AMD's mobile processors. And assuming this is the new Athlon-based mobile, it would appear Sony believes they will be ready to ship product in 4Q00 in line with AMD's schedule. Another item to highlight: Intel >90% in corporate notebooks which should be a much bigger market. There is a lot of retail market share to maintain and corporate market share to pursue for AMD in notebooks. I hope the new mobile offerings can prove competitive. -PT