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To: Ali Chen who wrote (64208)	11/21/2001 1:44:51 PM
From: Windsock	Respond to of 275872

Dell says PC sales to stay strong in Asia SWEET By Reuters November 21, 2001, 8:30 a.m. PT news.cnet.com SINGAPORE--Dell Computer said Wednesday that its Asia-Pacific business would continue to grow faster than the overall market. Dell said the Asia-Pacific and Japan region posted the strongest growth in its fiscal third quarter with unit shipments up 28 percent in a market that fell 9 percent from a year ago. "We plan to continue to grow at a multiple of the market and see a (growth) range of three to five times (the market) for Asia-Pacific, which is our fastest growing geography," Bill Amelio, Dell's Asia Pacific/Japan president, said at a briefing. "We're not going to let the foot off the gas pedal, we will continue to be very aggressive in pricing in this market," he said. Sales in China and Japan, both key markets, climbed 16 percent and 11 percent, respectively, in the September-November quarter from the year-ago period. Asia-Pacific accounts for 10 percent of Dell's global sales, with Europe contributing 20 percent and the Americas 70 percent. Dell, which builds computers to order, said last week that net income in the three months to Nov. 2 fell to $429 million, or 16 cents per share, from $674 million, or 25 cents per share, a year ago. Analysts had on average expected earnings per share of 15 cents, according to First Call. Dell's profits come in stark contrast to the PC operations of rivals such Hewlett-Packard and Compaq Computer, which are smarting from stagnant demand, weak corporate technology spending and the economic slowdown. Chip Saunders, Dell's senior vice president, said the planned merger of HP and Compaq would have "no dramatic impact" on Dell's business. "But we've had some customers approach us who see Dell being here for the long run and wanted some continuity in the relationship," he said. Analysts have warned the HP-Compaq merger could drive customers into the arms of rivals as the two PC makers struggle through the giant task of integrating their operations. Amelio said though most companies have slashed their tech spending, they could not afford to turn off the tap completely. "For the sake of productivity gains, companies will still be making some investments in IT (information technology), so we still see these favorable results going forward," he added. As for the much-hyped boost in the run-up to Christmas, Amelio said Dell remained "cautiously optimistic" on demand. After the Sept. 11 tragedy "we were hoping things would start to pick up, and we're seeing an indication of that. We've got what I would call a little wind at our backs, and we're hopeful that we will see a spending boost ahead of Christmas," he added. Dell has said it expects fourth-quarter earnings per share at 16 cents, matching analyst expectations, according to First Call. However, some analysts said the quarterly outlook was disappointing because the company's forecast implies only a small boost from holiday shopping in the fourth quarter, traditionally the industry's strongest. Story Copyright © 2001 Reuters Limited. All rights reserved.

To: Ali Chen who wrote (64208)	11/21/2001 1:49:03 PM
From: Petz	Read Replies (2) \| Respond to of 275872

Potential bad news for AMD: VIA apparently has a quad-data-rate chipset almost ready for P4. The real reason why Via is so quiet about DDR 333 solutions while all the others are making an almighty PR racket is that this chipset will support a new memory technology called QBM that is capable of much higher bandwidth than the 2700 that DDR 333 can offer. "QBM technology uses today's existing DDR SDRAM memory devices to double the memory bandwidth to the highest in the industry and provide balance with the fastest system processors," says one document. Quad Band Memory [QBM] uses existing DDR devices (2.1 GB/sec bandwidth) or to say DDR 266 and delivers the bandwidth expected from future memory devices such as DDR2 and ADT (4.2 GB/sec bandwidth). The chipset will be called the P4X333. - from the inquirer at theinquirer.net EDIT - maybe not as bad as I thought, I missed this at the end: There's a few months before the chipset samples. µ DOUBLE EDIT - Maybe even less significant, like interleaved DDR. Petz

To: Ali Chen who wrote (64208)	11/21/2001 2:46:12 PM
From: eCo	Read Replies (1) \| Respond to of 275872

Ali - Paul Demone comments on leakage: This is a design issue, not a process issue. Obviously there is a fair amount of activity in this device even in sleep and stop grant mode, probably a combination of CV2F power in non-gated circuits and possibly DC current in voltage reference circuits, active signal termination, PLL bias circuits and even minor manufacturing defects. Leakage in a 0.18 um MPU is probably on the order of a 100 mA or less and I would expect that to go up to several hundred mA or so in 0.13 um. =====end of snip====== Thoughts? eCo From: realworldtech.com