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To: dougSF30 who wrote (41758)	5/30/2001 7:37:30 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

Doug it is amusing to watch how mood is changing on this thread with or without any reason. You are right about possibility of workstations from compaq and/or ibm. There are companies out there like nec and etc that would likely to use athlon mp even if ibm/compaq would stay away. Last time compaq stated that there is no way no how they are going to use amd chips in their computers that was 2 days before compaq announced k6 designs. And it is not even clear if ibm was speaking about athlon-4 since the GHz don't much and look at the following note Message 15870381 that states that mp boards would be available before athlon-4 with smartmp There is no reason for 2 of the largest oems to make such a definitive statement about their plans not to use some parts. Regards -Albert

To: dougSF30 who wrote (41758)	5/30/2001 7:57:23 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

I think the weakness of late in the stock is market conditions. OTOH, I have been one of the ones that has been critical of AMD dropping th ball over the last 9 months...but unlike Andreas, I see the situation improving by the minute. AMD now has a viable notebook chip and will soon have a viable server set up thus plugging two gaping holes in their product line. Sure, they are late and the desktop Palomino is a couple of months off but these latest two developments are monumental. I'm not to thrilled about the delays and Mhz lead of Intel (1.4 to 1.7) but they have a lot of problems as well. Sure, a 1.533 or 1.6 Ghz Palomino for the destop would be nice next month but as they ramp that core I'm glad to see them going out at higher ASPs...in notebooks and servers. Jim

To: dougSF30 who wrote (41758)	5/31/2001 2:31:58 AM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: "You'd think we hadn't increased market share 4% last quarter, " But look at this quarter - digitimes.com Intel chipsets grab over 40% of Taiwan motherboard OEM market Samson Yu, Taipei; Liu Yi-fang, DigiTimes.com [Wednesday 30 May 2001] In the second quarter of 2001, demand from clone market motherboard distributors has declined while demand from the OEM market has remained steady, helping Intel gain on VIA Technologies in the Taiwan motherboard chipset market. The decline in clone motherboards’ share of total shipments hurts VIA because it supplies 80% of the chipsets (its KT series) for Advanced Micro Devices (AMD) processors, which are stronger in the clone than the OEM market. The clone market as a proportion of the total market has declined to 70-80%. Consequently, the proportion of Taiwanese motherboard shipments using AMD processors has declined to 20%. Some first-tier motherboard makers’ orders of KT chipsets have fallen by about 50% from the first quarter to 50,000-100,000 units in April and May. Orders from OEM clients, however, have not been affected by the decline in distributor demand. Some of Asustek Computer’s clients have even increased their orders. Some first-tier Taiwanese motherboard makers are now using Intel chipsets in as much as 45% of their OEM shipments. Micro-Star International (MSI) noted that Intel chipsets are still its clients’ first choice, and although demand for VIA chipsets is soaring, their overall shipment volume is still not high. The Pentium 4 processor has intensified competition between Intel and VIA chipsets. Some motherboard vendors pointed out that although Pentium 4 motherboards constituted less than 3% of overall shipments when the processor first appeared on the market, orders from regional distributors have increased significantly after dramatic price cuts at the end of April. Capacity of some first-tier manufacturers’ Pentium 4 motherboard production lines will even be fully booked at the end of the third quarter. Beginning this quarter, first-tier manufacturers like Asustek, Gigabyte Technology and MSI have adjusted their shipment structure. The proportion of Intel processor-based Socket 370 motherboards using VIA chipsets has fallen below 40%. VIA still enjoys a more than 75% share of the Socket A motherboard chipset market. However, Socket A motherboard shipments are continuing to drop, so the chipset competition between VIA and Intel is far from over. First-tier players contend that Intel and VIA chipsets may be almost even in market share before the end of the second quarter.