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To: f.simons who wrote (141937)	8/18/2001 7:26:43 PM
From: Dan3	Respond to of 186894

AMD in the first quarter garnered just 4% of the commercial market occupied by businesses with more than 1,000 employees, according to Dataquest. But in other business categories, the Sunnyvale, Calif. company made some significant gains. AMD's market share among companies with fewer than 100 employees grew from 17 to 30%, and among companies with 100 to 999 employees from 8 to 14%. Additionally, in the education sector, AMD's share increased to 19% during the first quarter, compared with 12% the previous quarter. And the company's share in the government sector grew to 26%, versus 13% during the fourth quarter of 2000. Dataquest hasn't compiled figures for the second quarter yet. Mercury Research, Scottsdale, Ariz.,, doesn't break out shares for the different PC markets, but its second-quarter figures show overall momentum with AMD, with the company taking 22.2% of the market versus 76.7% for Intel. In the fourth quarter of last year, AMD had just 17.2% share compared to 81.5% for Intel. ebns.com

To: f.simons who wrote (141937)	8/18/2001 7:40:25 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

Frank, RE:"Aren't you assuming that because HP is sold in stores and Compaq are sold in stores, that most potential HP customers would buy Compaq if HP quit selling in stores?" Si Senor. RE:"Seems like a non-sequitur to me. Better to ask "what kind of people buy HP PCs and where would such people go if HP quit selling PCs?" A lot of people simply will not mail order a PC. If HP gets out of the PC business the vast majority will simply walk over to another aisle and buy a Compaq, Sony or even an E-machines. Jim