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To: Dan3 who wrote (139640)	7/19/2001 12:32:41 AM
From: Paul Engel	Respond to of 186894

Blowing it up your own Wazoo Dan - Re: "What the hell does this have to do with AMD's SOI process You'll know by Q2 of next year. " I'm holding my breath !!!

To: Dan3 who wrote (139640)	7/19/2001 1:22:48 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Kevin Krewell in this article disagrees with your fervor about AMD notebook chances. Krewell didn't hold out much hope for the other vendors to eat into Intel's lead. "AMD, Transmeta, and Via Technologies will continue to nibble at Intel, offering slightly different combinations of performance, power, and price," he said. But considering that Intel's present mobile volume is roughly the same as AMD's total CPU shipments (including desktop), the alternative vendors have a long way to go to supplant Intel's sheer volume and manufacturing capacity," the market researcher maintained. siliconstrategies.com