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To: Dan3 who wrote (141724)	8/16/2001 1:18:16 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Dan, >Enjoy your 6 months - then AMD will enjoy the next 1 1/2 years. 6 months, 1 1/2 years, whatever, I see some permanent (or as permanent as it gets in this industry) changes being made by IBM and Compaq, and they're all going against AMD. Permanent is timeless. They won't reverse their decisions in your 1 1/2 or 2 years. Then there's Dell. All the AMD threads on the net get all excited when Eric "Weasel" Ross starts another rumor. Well, Dell is further from considering AMD now than they've probably been in 2 years. Another loss, or at least loss of hope. Word fits. AMD is looking pretty hopeless. Tony

To: Dan3 who wrote (141724)	8/16/2001 1:55:55 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Blow Hard Dan - AMD's 1. 4GHz AThWiper just dropped ANOTHER $2 since this morning !!! It's now down to $112 - from $164 30 days ago !!! I can't wait until tomorrow morning to see how much more it drops in price overnight !!! AMD - executing itself FLAWLESSLY !!

To: Dan3 who wrote (141724)	8/16/2001 2:22:44 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Dan, Re: "Enjoy your 6 months - then AMD will enjoy the next 1 1/2 years." Only in the deepest recesses of your wild imagination, Dan. Process improvements don't make market share, it's about products that people are interested in. However, AMD doesn't have any such products, and that's becoming increasingly clear, as their larger customers are ditching them in favor of the more reliable sale (i.e. Intel). wanna_bmw