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To: Road Walker who wrote (128012)	2/21/2001 12:07:44 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

John, I saw Jonathan Joseph on CNN Moneyline last night. He was negative on chips and Intel (surprise!), but not to the degree that I would have thought. He doesn't necessarily see a second half rebound, but sometime after that (didn't say when). He said one good thing: that Intel would get the P4 right in a while. Before that, he implied it was less than wonderful because of large die size and "exotic memory", obviously not liking Rambus. The perfect opportunity for piling on was there, with the Intel discretionary cost management program being announced. So CNN goes right out and gets Joseph. I was thinking, here it comes. But, wasn't as bad as it could have been, like I said. I wonder if Andy Bryant or any other Intel person appeared on TV yesterday about the spending move. As far as a rebound goes, seeing more and more talking heads mentioning the P4, when it gets "right" and Windows XP. We shall see. Tony

To: Road Walker who wrote (128012)	2/21/2001 12:23:26 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

John, My read of the situation is that AMD is somewhat limited as far as how many high speed Athlons it can produce due to the Dresden ramp, and the demand for these chips is strong. So there is not an oversupply of Athlons, and no need to cut prices any faster than normal. The one area where AMD is aggressive is with Duron. There is an oversupply of those chips, and a lot of capacity to make more. Joe