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To: andreas_wonisch who wrote (18359)	11/9/2000 1:53:06 PM
From: Petz	Read Replies (5) \| Respond to of 275872

andreas, abruner, re:<No Mustang> What are you talking about? Mustang is just the generic name for the new architecture. The first Mustang is the desktop Palomino, Rob Herb said there was a demo running in the hall and it would be intro'd Q1. The second Mustang is the Morgan notebook chip, it come Q2. The thing that died is the large cache versio of Palomino, apparently. Petz

To: andreas_wonisch who wrote (18359)	11/9/2000 1:53:44 PM
From: aburner	Respond to of 275872

Andreas re: Mustang I wonder why nobody asked about it. Most questions centered around Flash. Speaking of Flash I think it was an excellent presentation despite the fact that Walid Maghrin (did I get that name right?) has some troubles with English (not that I want to complain about that; mine's worse). ABurner

To: andreas_wonisch who wrote (18359)	11/9/2000 2:05:58 PM
From: Gopher Broke	Respond to of 275872

No one has mentioned the 760MP demo. I though that was very good news for the future. Jerry said they would double the percentage of Athlons sold at retail this quarter (from 9% to 18%) and they are once again projecting to be sold out. What does that do for the bottom line, given the Athlon ASP? The fact that they are projecting growth of at least 22% next year should be significant, if the analysts don't choose to ignore it again. I think the CC was great news. AMD have convinced me they will remain in front performance-wise throughout 2001 and beyond. I thought Dirk's scepticism about Intel scaling the P4 clock speed to become competetive was particularly telling.

To: andreas_wonisch who wrote (18359)	11/9/2000 3:33:47 PM
From: Maverick	Respond to of 275872

Gateway PCs to manage Internet appliances with Broadcom SAN FRANCISCO, Nov 9 (Reuters) - Personal computer maker Gateway Inc. (NYSE:GTW - news) has begun adding Broadcom Corp. (NasdaqNM:BRCM - news) networking chips to its home computers so users can connect their home appliances to the Internet, the firms said on Thursday. Expectations that the Internet will worm its way into every room of the house has set off a race between computer makers, game makers and others to build the brains of new home networks. A new generation of smart appliances would communicate with the computer, and the Internet, through telephone lines, using the Home Phoneline Networking Alliance 2.0, a standard supported by a number of technology companies and included in the Gateway PCs, the companies said in a statement. Internet enthusiasts see a day when empty refrigerators order new food, and entertainment is ordered on demand on line. ``Our partnership with Gateway is a major step forward in transforming the PC from a 'computing island' to a connected multimedia appliance,'' Broadcom President and Chief Executive Henry Nicholas III said. Gateway President and Chief Executive Jeff Weitzen said the companies looked foward to cooperating on other projects. The firms said the Broadband chips were being included in Gateway Select and Performance consumer desktop personal computers.