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To: Dan3 who wrote (147331)	11/10/2001 5:37:50 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 186894

Dan, Looks like AMD could rule the high performance laptop space in Q1/Q2. Also, Nvidia indicated on their CC that they will come out with a mobile nForce chipset. A 0.13u Thoroughbred combined with a mobile nForce chipset, would yield one heck of a laptop. Of course, nForce is Athlon only. Sorry Intel. Pravin.

To: Dan3 who wrote (147331)	11/10/2001 11:34:27 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Dan, Re: "Since UMC uses IBMs process, I guess we know why AMD licensed design tools from IBM while they were developing their own process with motorola. [From Taipeitimes Article] United Microelectronics Corp, Taiwan's second largest chipmaker, will work with IBM and Infineon Technologies of Germany to develop next-generation manufacturing technology for computer chips, UMC announced yesterday." Do you realize there is a difference between UMC using IBM's process, and UMC working with IBM to define a process? wanna_bmw