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To: Paul Engel who wrote (139262)	7/15/2001 5:33:37 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: AMD's server penetration will remain at ZERO First we heard that AMD would never sell anything but low end desktops, then they gained a strong presence in the mid and high range of those markets. Then we heard AMD would never get back into the mobile market, but - they're back. Now you're claiming AMD won't get into the server market, because one guy had a bad power supply and put up a web page about it. Meanwhile, Anandtech, Cadalyst Magazine, GamePC, etc. have all been raving about the stupendous performance and flawless stability of the Tyan systems they tested. You're really grasping at straws, aren't you? Configured AMD AthlonMP systems with 1.4GHZ CPUs outperform anything Intel will be offering prior to 2H of next year, and will sell for $2,000. They will gain some sales, and put considerable pressure on Intel server margins.

To: Paul Engel who wrote (139262)	7/15/2001 7:55:43 PM
From: Craig M. Newmark	Respond to of 186894

I don't think AMD does this. . . . Raise AMD's estimated "potential"! "Giants like Intel and Microsoft, accompanied by a mass of smaller companies, are pushing e-manufacturing along. No fewer than 5,000 Intel engineers now work full-time ushering manufacturers and other computer users into e-business. In a typical example, Intel recently helped Fiat improve its CAD and manufacturing processes and connect to suppliers and dealers. Customers can run their e-businesses through Intel's mission-control service centers, a dozen of which already operate throughout the world. Intel charges fees, of course, but its ultimate aim is to perpetuate and boost demand for chips--by helping manufacturers cross that "e" barrier." From Fortune Magazine, fortune.com Craig