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To: Dan3 who wrote (112747)	10/7/2000 4:08:48 PM
From: Paul Engel	Respond to of 186894

Lewinsky-Dan - Re: "Meanwhile AMD had an increasing share of a growing market at higher ASPs - and that trend looks to continue." We'll tune in on Wednesday and Thursday to see. Paul

To: Dan3 who wrote (112747)	10/8/2000 7:33:10 AM
From: Road Walker	Respond to of 186894

Dan, re: "Unit share for Intel probably stayed about the same (AMD's market share gains mostly came from Cyrix, Apple, and Winchip) but Intel's ASP dropped from circa $210 to circa $170 - units shipped increased 12% or so which was not enough to makeup for the fall in ASPs for Intel." At the same time, COGS fell and GM increased. John