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To: David E. Taylor who wrote (151463)	12/6/2001 8:05:30 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 186894

David, Re: Max capacity of 27,000 units a day is about right for the Guadalajara facility per the info in that article, but it doesn't say what max output the Flextronics fab in Hungary can do. Thanks for the added details. However, the European fab isn't producing Xbox yet, so this shouldn't affect sales this quarter. The European Xbox launch is set for March 14th and interesting enough the hardware will be almost 30% more expensive than in the US. Andreas

To: David E. Taylor who wrote (151463)	12/6/2001 9:45:42 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Total XBox production was cited at 1.5 million units before year end And there will have to be some sold into the production pipeline for January production, too. The numbers just don't add up. AMD gave an explicit 7.7 million figure for last quarter - and claimed record unit shipments, Intel claimed a unit increase and increased market share and nudge-nudge, wink-wink, hinted at around 27 million parts. Meanwhile, PC sales were supposedly dismal, with the closest thing to official numbers being for a total of 30 million to 31 million PC's shipped. Certainly some systems are dual processor (or multi-processor) and some systems are upgraded. But that wouldn't account for 3.5 million parts (10% of the market). Maybe the "screwdriver shops" are actually selling more systems (both Intel and AMD based) than anyone wants to give them credit for.