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To: John F. Dowd who wrote (169173)	8/8/2002 9:14:17 PM
From: Yousef	Read Replies (1) \| Respond to of 186894

John, Re: "AMD has to differentiate itself from INTC. They are never going to have the budgets for R and D and therefore will fall on their butts unless they (AMD) come up with a sound strategy." Based on the slips in AMD's .13um process and products, it looks like AMD has already fallen on their "butt", IMVHO. Make It So, Yousef

To: John F. Dowd who wrote (169173)	8/8/2002 9:33:07 PM
From: Robert Salasidis	Read Replies (1) \| Respond to of 186894

Didn't work for Motorola did it, and it won't work for AMD (not enough volume if the processor is used only by Apple. My comment however was not in reference to AMD it was to Apple. If they are to make a processor switch, they should go with the winner and not go for the underdog again. Their ability to make wrong decisions has cost the billions of $, and going relatively proprietary with AMD would be another example of a mistake in the making.