To: Ali Chen who wrote (163685 ) 4/8/2002 8:08:32 PM From: AK2004 Respond to of 186894 Ali some feedback from UBSW tech conference Regards -Albert 02:41pm EDT 8-Apr-02 UBS Warburg (US) (In, Weiyee +1 212 713 3901) AMD BEAS IB Key Takeaways Hyper-Threading Conference Call -- Threading in Parallel UBS Warburg LLC April 8, 2002 Weiyee In (+1 212 713 3901) Weiyee.In@ubsw.com Pip Coburn, Analyst (+1 212 713 3422) pip.coburn@ubsw.com Boris Markovich, Associate Analyst (+1 212 713 3661) boris.markovich@ubsw.com United States Global Technology Key Takeaways Hyper-Threading Conference Call -- Threading in Parallel April 8 Conference Call: "Threading in Parallel: Hyper-Threading" UBS Warburg Global Technology Strategist Pip Coburn and Global Technologist Weiyee In hosted a conference call discussing the recent report, "Threading in Parallel." The call focused on Intel's new Hyper-Threading technology, and the implications for semiconductor companies, system vendors, motherboard and system manufacturers, and software vendors. The replay can be accessed at U.S. Toll Free: +1.800.203.1112; U.S. & International Toll: +1.719.457.0820; Conference ID Number 657733. Key Takeaways * Intel is putting the value proposition back into the IA-32 processor family by optimizing the architecture with Hyper-Threading. * Hyper-Threading allows a single processor to manage data as two processors by handling instructions in parallel. * Multi-threaded data-intensive enterprise applications are driving the need for Hyper-Threading. * Hyper-Threading grows the addressable market of the IA-32 line by extending its functionality into the RISC and UNIX markets. * Hyper-Threading will allow for IA-32 servers to take on functionality that was traditionally reserved for high-end RISC servers running UNIX. * The Xeon processor will be the first to be released with Hyper-Threading technology this year. * Intel plans to extend Hyper-Threading to the desktop in the second half of 2003 with the Prescott processor. * There are four major multi-threading mirages that we dispelled: * Intel does not have compiler tools ready. * Hyper-Threading is a paradigm shift that requires new skill-sets. * There is a lack of Hyper-Threading programming talent. * Hyper-Threading is a major departure from the IA-32 architecture. * Companies poised to benefit from Hyper-Threading technology in the Xeon processor include Intel and its Xeon ecosystem of chip companies, such as Broadcom, system vendors Dell and IBM, and motherboard and white-box server manufacturers Asustek, Quanta, Mitac, Wistron, and FIC. * Please contact your UBS Warburg representative for a full copy of "Threading in Parallel." Replay * U.S. Toll Free: +1.800.203.1112 * U.S. & International Toll: +1.719.457.0820 * Conference ID Number 657733 Companies Mentioned Company Name Ticker Price Company Name Ticker Price Advanced Micro Devices AMD N/A BEA Systems(1) BEAS N/A Broadcom Corp(1) BRCM N/A Dell Computer Corp(1) DELL N/A IBM(2,14) IBM N/A Intel Corp(1) INTC N/A Microsoft Corp(1) MSFT N/A Siebel Systems, Inc.(1) SEBL N/A Sun Microsystems(1) SUNW N/A Vignette Corporation(1) VIGN N/A Price quoted on April 8, 2002 Source: UBS Warburg