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To: Paul Engel who wrote (145843)	10/22/2001 12:43:35 PM
From: Paul Engel	Respond to of 186894

Another Major Software Design Win for ITanium - biz.yahoo.com Monday October 22, 7:32 am Eastern Time Press Release SOURCE: Macromedia, Inc. Macromedia JRun 3.1 Gains Compatibility With Intel Itanium Processor ORLANDO, Fla., Macromedia DevCon 2001, Oct. 22 /PRNewswire/ -- Macromedia, Inc. (Nasdaq: MACR - news) today announced that Macromedia® JRun(TM) 3.1 has achieved compatibility with the Intel® Itanium(TM) processor, empowering JRun developers to run their next-generation distributed J2EE applications and services on high-performance, cost-effective Intel-based platforms. Compatibility with Intel now reaches across Macromedia's authoring tools, media players, and application servers. ``Macromedia and Intel continue to work together to ensure our joint customers enjoy integrated, efficient solutions,'' said Jeremy Allaire, chief technology officer, Macromedia. ``With this announcement, JRun customers can look forward to taking advantage of the scalability and clustering features of Itanium-based platforms.'' ``The Intel Itanium processor continues to gain industry-wide support as demonstrated today by Macromedia's announcement of JRun 3.1 compatibility with Itanium-based platforms,'' said Vaughn Mackie, director of Intel's Enterprise Platforms Marketing. ``Macromedia's solutions on Intel Itanium-based platforms help developers and designers achieve a high quality experience through the entire cycle of Web site development.'' Recent engineering collaborations between Macromedia and Intel include Macromedia® Director® 8.5, which integrates Intel's Internet 3D Graphics software as part of its flexible, extensible, and robust 3D content creation solution for delivery over the Web via Shockwave® Player. Macromedia Shockwave Player is already installed on a majority of Web desktops, with nearly 70 percent of people able to immediately view immersive Shockwave content. Macromedia also plans to optimize the Macromedia Flash(TM) Player for the Intel XScale microarchitecture utilizing the Intel Integrated Performance Primitives (IPP). With more than 10,000 customers, JRun is the industry's most approachable Java application server, with more than 500,000 downloads to date. Leading customers include Bank of America, Bass Hotels, FAO Schwarz, FedEx, General Motors, Home Depot, Land's End, Motorola, Siemens, Smart Money, and U.S. Surgical. About Macromedia Macromedia is passionate about what the Web can be. Its award-winning products empower designers and developers to efficiently create and deliver the most engaging experiences on the Web, and enable innovative Internet business applications. Headquartered in San Francisco, Macromedia has more than 1,500 employees worldwide and is available on the Internet at macromedia.com . NOTE: Macromedia, the Macromedia logo, Director, Flash, JRun, and Shockwave are trademarks or registered trademarks of Macromedia, Inc., which may be registered in the United States and internationally. Other brand names may be trademarks or registered trademarks of others. SOURCE: Macromedia, Inc.

To: Paul Engel who wrote (145843)	10/22/2001 1:03:29 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Paul, Re: "It already HAS HAPPENED to AMD. Check their ASPs for Q1 2001, Q2 2001 and Q3 2001. They went from $95 (Q1) to $75 (Q2) to $60 (Q3) - a direct result of shoving TOO MUCH PRODUCT into the market place at too little a sales price." You're right that this has had a direct effect on their ASPs, but if they are really able to stuff extra processors at the end of every quarter to meet unit volumes, what's to stop them from doing that in the future? The reason why I am persistent on this is because the Athlon XP has given them a larger premium, although I don't expect it to last. Eventually, I see them crashing Athlon XP prices as they try make unit volumes in subsequent quarters. The three questions I have is: 1) Can AMD continue this kind of behavior (assuming it is true)? 2) Will this help them to grow in market share, especially once they have more volumes of .13u chips? 3) And finally, can this effect Intel's business if all these OEMs and channel distributors are so inventory overloaded with AMD CPUs, that buying Intel CPUs becomes less favorable to them? wanna_bmw