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To: Jim McMannis who wrote (132910)	4/19/2001 1:35:10 AM
From: Gary Ng	Read Replies (1) \| Respond to of 186894

Jim, Re: Looks like AMD gained 4.4% in the cpu market over the last quarter. 16.8% to 21.2%. All the while losing most of what notebook market they and and with zilch in the server market May I offer an alternate perspective ? The slow down is seen most significantly in business which affected Intel much more than AMD. Kind of like the overall unit dropped by 15% but Intel takes 14% of it. Nevertheless, the number reported by AMD is still a very healthy one and a congrat. to all of its holders.

To: Jim McMannis who wrote (132910)	4/19/2001 1:44:01 AM
From: Joseph Pareti	Respond to of 186894

re If for some strange reason AMD gets a notebook and server setup out there it could really get ugly for Intel? yep really strange reasons like using notebooks for frying eggs

To: Jim McMannis who wrote (132910)	4/20/2001 2:59:11 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

McMannis - re: "looks like AMD gained 4.4% in the cpu market over the last quarter. 16.8% to 21.2%. All the while losing most of what notebook market they and and with zilch in the server market. It's rather worrisome that if this continues AMD could have 30% of the cpu market by the end of the year." AMD will not hit 30% market share by the end of next year. Besides, their stated goal was 30% at the end of THIS year - looks like they have already blown that objective ! Paul