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To: L. Adam Latham who wrote (38790)	11/3/1997 4:25:00 PM
From: derek cao	Read Replies (2) \| Respond to of 186894

More bad news for Alpha chip: winmag.com derek

To: L. Adam Latham who wrote (38790)	11/3/1997 4:26:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Adam - AMD's Yield Problems may be a FISH STORY. They are trying to DRUM UP CUSTOMERS and seem to have no shortage of K6's - just a shortage of OEM's! Paul {========================================} biz.yahoo.com Monday November 3 1:58 PM EST Company Press Release AMD Offers New Boxed Processor Product AMD/Microsoft Rebate Program Included in Initiative AUSTIN, Texas--(BUSINESS WIRE)--Nov. 3, 1997--AMD (NYSE:AMD - news) today announced a boxed processor product based on the AMD-K6 MMX enhanced processor that provides resellers the best performance solution for Socket 7 systems. The new AMD Processor In a Box (PIB) includes the AMD-K6/200 or 233 in a boxed unit, with heatsink, thermal grease, and fan attached to the processor. The product comes with a three-year limited warranty and will be available through authorized distributors in North America. AMD developed the new product in response to requests from value-added resellers (VARs) and system integrators. ''The reseller market has responded enthusiastically to the AMD-K6 processor and its value proposition, and the PIB product will enable VARs to more easily build the best desktop PCs for their customers,'' said Dave Sheffler, AMD's vice president, channel sales and marketing. ''By offering the Processor In a Box, we can guarantee our customers receive a high-quality, cost-competitive product that is reliable and easier to use.'' In conjunction with the new product, AMD will promote a rebate program aimed at North American VARs who purchase the PIBs. The rebate program involves an industry-first joint effort with Microsoft Corp. For each group of 50 AMD-K6 PIB-based systems sold with officially licensed versions of the Windows(R) 95 operating system, the U.S. or Canada-based VAR may submit the proper combination of AMD and Microsoft rebate coupons for up to $500 cash back. ''Microsoft is pleased to work with AMD to offer additional rebate dollars to system builders who purchase the AMD-K6 processor with genuine Windows 95,'' said Doris Medlicott, manager of Microsoft OEM Sales, North America. ''This promotion demonstrates that Microsoft continues to be committed to proactively supporting system builders who license legitimate products.'' ''We are responding to the AMD Reseller Program members' requests for better and more widespread distribution of AMD processors,'' said David West, AMD's director of worldwide distributor operations. AMD's current North American commercial distributor associates, FAI and @Once, will distribute the new boxed processor product. The AMD Processor In a Box is available now. The AMD-K6/233 PIB is priced at $236, and the AMD-K6/200 PIB at $171. About AMD AMD is a global supplier of integrated circuits for the personal and networked computer and communications markets. AMD produces processors, flash memories, programmable logic devices, and products for communications and networking applications. Founded in 1969 and based in Sunnyvale, Calif., AMD had revenues of $2 billion in 1996. Notes to Editors: Readers may obtain additional information by calling 800/222-9323 or 408/749-5703. AMD is a registered trademark, and AMD-K6 is a trademark of Advanced Micro Devices, Inc. Microsoft and Windows are registered trademarks of Microsoft Corporation. MMX is a trademark of Intel Corporation. General Notice: Other product names used in this publication are for identification purposes only and may be trademarks of their respective companies. Contact: AMD, Austin Anne Camden, 512/602-2120 E-mail: anne.camden@amd.com

To: L. Adam Latham who wrote (38790)	11/3/1997 4:56:00 PM
From: Thomas G. Busillo	Respond to of 186894

Adam, Rob Chaplinsky and H&Q GOT FACED today. He had one chance to down INTC to a hold, he did it, and looks like it finished up to me. As much as I think Kurlak is an over-rated salesforce-reinforced hot air machine, his calls do temporarily move markets, so even if you think his research is shakey you at least have to respect the fact that the guy can do some damage. I'm missing the damage with the Chaplinksy call (and granted what happens in the future remains to be seen). Let's just say that if today is any indication of Chaplinksy's influence or share of voice in the wake of the Nocera piece in Fortune, IMHO a truly memorable foot-in-mouth moment, Tom Kurlak's "franchise" isn't under threat from this young former INTC IR-person turned H&Q analyst anytime soon. Good trading, Tom