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To: Tony Viola who wrote (155557)	1/15/2002 5:53:46 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul O: Flash flat. Asia largest geo in Q4, passing Americas for 1st time in history. 3rd consec. strong up quarter for Asia Pac. Europe grew also. Japan up slightly. US down slightly. "Rapid growth and strong demand of P4 continues." Low double digit %'s Q4 over Q3. Believe gained a couple of points in market share. "P4 now unquestionably the fastest PC processor in the world." Did he say 3 GHz and beyond on target? Xeon up significantly from Q3, mentioned large cache Xeon. NEBS compliant servers for Telco shipping McKinley pilots shipping. Mobiles up a little, maintaining market share. P4 mobiles expected to be intro'd later this Q First flash on 0.13 introd. 2002: expect to gain market share in all segments.

To: Tony Viola who wrote (155557)	1/15/2002 6:00:09 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"Glad 2001 is over!" Intel came through it with flying colors. They really pulled the rabbit out of the hat in Q4 shutting the delayed Athlon XP out in Q4. They worked through some terrible problems with Rambus and improved IPC of the P4, got to .13u early and now 300mm wafers. They went right by AMD like they were anchored. AMD has to have that "deer in the headlight" look as they sing "you know it don't come "that" easy". AMD must be stunned... Jim