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To: Road Walker who wrote (147228)	11/9/2001 11:08:35 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Most of the flash manufacturers are projecting flat to slightly up sequential revenues, Intel included. AMD is reporting down revenues, they must be losing market share for some reason. They sued a big customer, Alcatel. Customers don't like to be sued (who does?). At the quarterly network companies bash, the networkers might have decided to boycott AMD. Back to what I did hear on the CC, AMD said network companies probably buy NO flash from AMD this quarter. Ostensibly, may be due to their living off inventories. Than again, maybe not. Tony

To: Road Walker who wrote (147228)	11/9/2001 12:05:01 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

John - Re: "AMD is reporting down revenues, they must be losing market share for some reason. " Not only are they losing Flash business, but they ar ADMITTING that their Flash business SUCKS - BIG TIME. With Intel ramping the new 0.13 micron Flash Process along with the Colorado Springs Flash Fab, Intel has found yet another way to squeeze AMD's financial lifelblood dry. For AMD, CPUs are losing money - Flash is heading into losses - it's time to say Adios to Hectorville and Welcome Back Jerry - King of AMD for Life ! Paul