Intel Full Product Line Inventory Report

Camp Marketing Consultancy

Power BEGINS DESKTOP at SLIDE 22

Dimensions of Economic Freedom. Law Int l Express Int lExpress IntelExpress Int e l Express e e Understanding artificial acceleration - systematic concentration – targeted financial misappropriation

Intel full product line inventory report; April 10, 2021 IN DEVLEOPMENT – with INTEL FULL RUN PRODUCT CATEGORIES PLOT NOW with AMD and Intel q3 2020 through q1 2021 Market Share

“The central fact of industrial economics is not profit but loss - not the expectation of ending up with a surplus, its justification, and the legitimacy of the claims to a share in it; but the inevitable and real risk of ending up with an impoverishing deficit, and the need, the absolute need, to avoid this loss by providing against the risks”.

- Peter Drucker, The New Society, 1950

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – April 15, 2021 Camp Marketing Consultancy – Intel full product line inventory report

By Invitation Product Category % Full Run % 4.10.21 C Xeon Ivy Bridge v2 14.85% 13.84% Xeon Product Laundering Theft H Xeon Haswell v3 32.73% 29.64% A Intel simultaneously produces v2 / v3 / v4 N Xeon Broadwell v4 12.82% 17.50% N Xeon SL & CL + r 11.29% 17.14% E May 1998 Core Haswell 6.47% 4.45% L Xeon Core Broadfwell 1.69% 1.32% Haswell v3 Docket 9288 C Core Skylake 4.16% 3.79% Docket 9341 U M Core Kaby Lake 3.12% 2.14% U Core KBr/W/A & Coffee 6.37% 2.62% IVBv2 Xeon L Coffee Lake Refresh 2.75% 1.65% A Haswell v3 T Comet Lake 1.22% 3.12% I Tiger & Ice Lake 0.35% 1.36% N All Atoms 2.19% 1.42% G v3 100.00% 100.00% S U P Xeon P BW BW v4 Ivy Bridge v2 L v4 Y v4 XSL &XCL XSL & XCL v2 V All XSL/XCL O Core Haswell Core v4 Core Haswell KBR & Coffee L @ 224,414,284 units Skylake U Core Skylake 9th M Kaby Lake Kaby Lake Core Skylake 4th E 6th Xeon Atom 10th Atom 7.5 & 8th Ivy Bridge v2 Core Broadwell 7th 9th 9th Atom 9th 5th Core Broadwell 11th

9.9.13 9.25.14 4.3.15 8.5 4.22.16 2.10.17 6.9.17 3.16.18 10.27 4.7.19 9.14 5.2020 9.11 2.3.21 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – April 15, 2021 Camp Marketing Consultancy – Intel full product line inventory report 10th 11th 10th 11th 2.21% 2.57% 8.94% 13.76% 4.56% By Invitation

15.41% 9th C 18.24% th H 9 10.86% A Scalable 22.31 Scalable Scalable May 1998 N 70.61% 61.35% 69.16% N Docket 9288 E Docket 9341 L At 50% long run discount MR = MC @ $422.18 + $422.18 = Price $844.37 S U q3 2020 q1 2021 Xeon P q4 2020 Haswell v3 P L q3 2020 through q1 2021 Xeon $1K = 92.75% and Core $1K = 7.25% of Intel total revenue Y v2 V Xeon XSL + XCL + r v4 O L U th th th M Categories 1K = $1688.74; Xeon = $2350, 9 = $444, 10 = $269, 11 = $345 E 9th Coffee Lake Refresh 10th Comet Lake

11th 99.88% Ice and Tiger Lake Mobile For Intel DCG/CCG division split to be correct; 37% : 62% every Core @ 1K $367.03 gets 1 Scalable for $111.63 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – April 19, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation

AMD 4.49% with GPU C and 4.10% CPU only H May 1998 Intel CPU A N 95.51% Docket 9288 N Docket 9341 E L Xeon Haswell v3 S U P P q2 L q3 2020 q4 2020 q1 2021 Y Xeon Ivy Bridge v2

V O Xeon XCL + r + XSL L U M Xeon Broadwell v4 E Ryzen 5/4/3/2/1 + 5/4/3/2 APU Desktop KBLr + 8th CL 9th Coffee Lake Refresh 4th Haswell

4th Haswell 4th 6th 10th 7.5 & 8th 7th 9th Atom 5th 11th 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 week Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 13, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation x86 CPU Market Share

C H Intel CPU; Xeon CL+r, SL, Core 11th, 10, 9th generation May 1998 A N Docket 9288 N Docket 9341 E 82.90% 83.29% 87.71% L

S U 79.85% 79.48% 85.72 P P L Intel CPU; Xeon CL+r, SL, Core 11th, 10th only Y q3 2020 q4 2020 q1 2021 q2 V O L U Xeon CL+r, SL, Core 11th, 10, 9th generation 17.10% 16.71% 12.29%

M th th Xeon CL+r, SL, Core 11 , 10 generation only 20.14% 20.52% 14.27% E

All AMD CPU; Epyc Rome, Naples, TR 3/2/1, Ryzen 5/4/3/2/1, APU 5/4/3/2

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 week Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 13, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report All AMD v Intel CPU; Xeon CL+r, SL, Core 11th, 10 and 9th generation

q3 7.4.20 7.11.20 7.18.20 7.25.20 8.1.20 8.8.20 8.15.20 8.22.20 8.29.20 9.5.20 9.12.20 9.19.20 9.26.20 2020 13.12% 12.11% 15.56% 18.63% 18.84% 19.25% 18.53% 17.48% 17.15% 18.06% 17.83% 17.56% 16.75% 86.88% 87.89% 84.44% 81.37% 81.16% 80.75% 81.47% 82.52% 82.85% 81.94% 82.17% 82.44% 83.25%

q4 2020 10.3.20 10.11.20 10.18.20 10.25.20 11.1.20 11.8.20 11.15.20 11.21.20 11.28.20 12.5.20 12.12.20 12.19.20 12.26.20 15.95% 18.45% 19.92% 19.08% 18.66% 18.58% 18.08% 17.08% 17.67% 17.86% 11.61% 11.63% 11.63% 84.05% 81.55% 80.08% 80.92% 81.34% 81.42% 81.92% 82.92% 82.33% 82.14% 88.39% 88.37% 88.37%

q1 2021 1.2.21 1.9.21 1.16.21 1.23.21 1.30.21 2.6.21 2.13.21 2.20.21 2.27.21 3.6.21 3.13.21 3.20.21 3.27.21 14.07% 17.13% 15.62% 14.03% 13.25% 13.32% 11.94% 11.98% 10.73% 10.47% 10.24% 10.36% 10.89% 85.93% 82.87% 84.38% 85.97% 86.75% 86.68% 88.06% 88.02% 89.27% 89.53% 89.76% 89.64% 89.11%

AMD mean average = 15.1% Intel mean average = 84.8% May 1998 May All AMD v Intel CPU; Xeon CL+r, SL, Core 11th, 10th generation ByInvitation Docket 9288 Docket 9341

q3 7.4.20 7.11.20 7.18.20 7.25.20 8.1.20 8.8.20 8.15.20 8.22.20 8.29.20 9.5.20 9.12.20 9.19.20 9.26.20 2020 15.82% 14.67% 18.84% 22.53% 22.70% 23.09% 21.82% 20.14% 19.82% 20.86% 20.60% 20.28% 19.23% 84.18% 85.33% 81.16% 77.47% 77.30% 76.91% 78.18% 79.86% 80.18% 79.14% 79.40% 79.72% 80.77%

q4 10.3.20 10.11.20 10.18.20 10.25.20 11.1.20 11.8.20 11.15.20 11.21.20 11.28.20 12.5.20 12.12.20 12.19.20 12.26.20 2020 18.22% 22.21% 25.13% 23.94% 23.36% 23.14% 22.33% 21.09% 21.71% 21.60% 14.33% 14.31% 14.25% 81.78% 77.79% 74.87% 76.06% 76.64% 76.86% 77.67% 78.91% 78.29% 78.40% 85.67% 85.69% 85.75%

q1 1.2.21 1.9.21 1.16.21 1.23.21 1.30.21 2.6.21 2.13.21 2.20.21 2.27.21 3.6.21 3.13.21 3.20.21 3.27.21 2021 16.53% 19.14% 17.38% 15.58% 14.64% 14.43% 14.27% 13.00% 11.59% 11.28% 10.99% 11.11% 11.66% 83.47% 80.86% 82.62% 84.42% 85.36% 85.57% 85.73% 87.00% 88.41% 88.72% 89.01% 88.89% 88.34%

AMD mean average = 17.81% Intel mean average = 82.18%

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 13, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

Product Line % Period Category Market Share NOTE; Analyst’s May 12, 2021 Seeking Alpha Share Report is through May 8 and here March 27 Xeon 56.77% 97.72% See; https://seekingalpha.com/instablog/5030701-mike-bruzzone/5590014 Epyc & TR 1.38% 2.37% Ryzen Desktop 12.26% Ryzen Mobile 1.60% 33.12% 33.12% C Core 11th 2.77% 6.62% H Core 10th 10.98% 26.23% A Core 9th 14.24% 34.01% 66.86% N N E By Invitation L Xeon Scalable Cascade Lake + r and Sky lake S U P P May 1998 q2 L q3 2020 q4 2020 q1 2021 Y Docket 9288 Docket 9341 V Core 9th Coffee Lake refresh O L U Ryzen Desktop M 5/4/3/2/1 + 5/4/3/2 APU Core 10th Comet Lake E

Core 10th Comet Lake Core 11th Rocket / Tiger / Ice AMD EPYC & TR AMD APU Mobile AMD EPYC & TR 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 week Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 13, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report May 1998 May ByInvitation Docket 9288 Docket 9341

q3 2020 7.4.20 7.11.20 7.18.20 7.25.20 8.1.20 8.8.20 8.15.20 8.22.20 8.29.20 9.5.20 9.12.20 9.19.20 9.26.20 XCL/XSL 61.38% 61.08% 57.71% 54.70% 54.62% 54.39% 58.80% 64.07% 61.52% 58.44% 58.23% 58.07% 58.67% EPYC+TR 1.35% 1.37% 1.33% 1.27% 1.23% 1.19% 1.32% 1.43% 1.30% 1.20% 1.23% 1.22% 1.27% R Desktop 10.40% 9.18% 12.73% 15.90% 16.32% 16.67% 16.09% 15.23% 14.75% 15.53% 15.18% 14.83% 14.08% R Mobile 1.37% 1.56% 1.50% 1.46% 1.30% 1.39% 1.12% 0.82% 1.09% 1.33% 1.42% 1.50% 1.40% Intel 11th 1.87% 2.01% 2.07% 2.12% 2.07% 2.01% 1.44% 0.83% 1.40% 1.89% 1.99% 2.08% 2.03% Intel 10th 6.53% 7.34% 7.27% 7.21% 7.48% 7.73% 6.15% 4.41% 6.46% 8.18% 8.51% 8.85% 9.62% Intel 9th 17.11% 17.47% 17.40% 17.34% 16.99% 16.61% 15.08% 13.21% 13.47% 13.42% 13.44% 13.45% 12.93% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%

q4 2020 10.3.20 10.11.20 10.18.20 10.25.20 11.1.20 11.8.20 11.15.20 11.21.20 11.28.20 12.5.20 12.12.20 12.19.20 12.26.20 XCL/XSL 59.14% 52.56% 47.26% 47.69% 49.03% 49.88% 50.07% 50.73% 50.43% 48.26% 53.78% 53.89% 54.02% EPYC+TR 1.32% 1.15% 1.02% 1.03% 1.06% 1.07% 1.07% 1.13% 1.23% 1.20% 1.41% 1.29% 1.19% R Desktop 13.33% 16.01% 17.74% 16.95% 16.42% 15.97% 15.41% 14.34% 14.86% 15.12% 8.43% 8.62% 8.74% R Mobile 1.30% 1.29% 1.16% 1.10% 1.17% 1.54% 1.60% 1.61% 1.59% 1.54% 1.77% 1.73% 1.70% Intel 11th 1.98% 1.81% 1.66% 1.72% 1.78% 1.91% 2.01% 2.11% 2.18% 2.27% 2.76% 2.83% 2.90% Intel 10th 10.51% 10.23% 10.42% 11.23% 10.41% 9.91% 10.82% 11.08% 11.14% 14.27% 12.81% 12.93% 13.06% Intel 9th 12.42% 16.95% 20.74% 20.29% 20.13% 19.71% 19.02% 18.99% 18.59% 17.35% 19.04% 18.71% 18.40% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%

q1 2021 1.2.21 1.9.21 1.16.21 1.23.21 1.30.21 2.6.21 2.13.21 2.20.21 2.27.21 3.6.21 3.13.21 3.20.21 3.27.21 XCL/XSL 55.77% 57.94% 59.04% 60.27% 59.73% 60.10% 53.73% 62.02% 64.37% 64.28% 64.17% 63.72% 62.98% EPYC+TR 1.37% 1.61% 1.70% 1.80% 1.84% 1.70% 1.43% 1.58% 1.67% 1.72% 1.76% 1.83% 1.90% R Desktop 10.73% 13.21% 11.79% 10.40% 9.56% 9.58% 8.55% 8.36% 7.19% 6.88% 6.57% 6.70% 7.23% R Mobile 1.97% 2.31% 2.13% 1.83% 1.85% 2.05% 1.96% 2.04% 1.87% 1.88% 1.91% 1.83% 1.76% Intel 11th 2.94% 2.99% 3.32% 3.67% 3.91% 4.09% 3.74% 4.17% 4.16% 4.29% 4.41% 4.85% 5.24% Intel 10th 12.34% 11.45% 11.88% 12.08% 13.59% 14.84% 14.27% 13.96% 13.31% 13.80% 14.31% 14.33% 14.29% Intel 9th 14.88% 10.49% 10.15% 9.95% 9.51% 7.65% 16.33% 7.88% 7.43% 7.15% 6.88% 6.74% 6.59% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 13, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

Product % in Period % 4.10.21 By Invitation Epyc Rome 2.89% 5.82% Epyc Naples 3.38% 3.88% 9.69% Matisse 3x Desktop TR 3 0.37% 0.67% TR 2 0.74% 1.08% C TR 1 0.24% 0.51% 2.26% H Vermeer 5x 2.02% 5.44% Matisse 3x 40.32% 33.58% A May 1998 N Pinnacle 2x 8.40% 3.93% Summit 1x 12.28% 3.81% 46.76% N Docket 9288 Cezanne 5x Dktop 0.00045% 0.00% E Docket 9341 Renior 4x Dktop 0.27% 0.67% L Picasso 3x Dktop 2.29% 1.47% Raven 2x Dktop 2.16% 0.86% 3.00% S Cezanne 5x Mobile 0.01% 0.19% U Renior 4x Mobile 3.33% 6.48% Ryzen 3x Chrome 0.01% 0.03% P Picasso 3x Mobile 4.44% 5.15% P Raven 2x Mobile 1.04% 2.20% 14.04% L Big Navi 6x GPU 1.24% 7.11% Y Little Nave 5x GPU 4.31% 5.33% Vega GPU 1.18% 0.99% V Polaris GPU 9.08% 10.82% 24.25% 100.00% 100.00% O L Summit Ridge 1x Desktop U M E Pinnacle 2x Desktop

Polaris GPU Polaris GPU Polaris GPU Summit 1x Polaris GPU Summit Ridge 1x Desktop

Pinnacle 2x Pinnacle 2x D top Picasso 3x Mobile Picasso 3x Mobile Navi 6x Navi 5x GPU Navi 5x Navi 5x Vermeer 5x Renior 4x M Raven 2x APU Desktop Navi 5x GPU ROME Raven 2x APU Desktop Navi 5x V5x Picasso 3x D top Summit 1x Naples Pinnacle 2x Naples Naples Raven 2x Mobile Vermeer 5x Summit 1x Vega GPU Renoir 4x Mobile Raven 2x Mobile Vega Vega GPU Vermeer 5x Picasso 3x Dtop TR 2 THREAD RIPPER 3 TR 2 TR 2 Raven 2x APU Desktop Vega GPU TR 3 TR 1 Cezanne 5x M 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 week Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 13, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation AMD Rome + Naples on Scalable Cascade Lake + CLr + Sky lake grade SKUs AMD 2.02% Intel by C Cores % in Period Full Run INTEL H 97.98% 28C 5.63% 5.14% A May 1998 26C 1.54% 1.88% N No Xeon W N Docket 9288 24C 4.38% 4.19% E Docket 9341 22C 1.51% 1.54% L 20C 5.24% 5.18% S 18C 6.60% 6.90% U 16C 10.12% 9.95% P P 14C 4.39% 4.75% L 12C 15.59% 15.04% Y 10C 10.59% 9.65% V 8C 22.65% 23.22% O 6C 3.90% 4.64% L 4C 7.85% 7.92% U M 100.00% 100.00% E

AMD EPYCS

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 14, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation AMD Rome + Naples on Scalable Cascade Lake + CLr + Sky lake grade SKUs AMD 2.02% Gold 5115 10C C Silver 4110 8C INTEL H Silver 4110 8C 97.98% A May 1998 Silver 4110 8C No Xeon W N Silver 4114 10C N Docket 9288 Silver 4114 10C Silver 4114 10C Silver 4108 8C E Docket 9341 L Silver 4112 4C Gold 5118 12c Gold 5118 12c Gold 6134 8C Gold 5118 12c S Gold 5118 12c Gold 5122 4C Gold 5122 4C Silver 3106 8C Silver 3106 8C U Silver 4108 8C Gold 6130 16C Gold 6130 16C Gold 6134 8C P Silver 4114 10C Gold 5122 4C P Gold 6130 16C Silver 4110 8C Silver 4108 8C L S 4108 8C S 4110 8C Gold 5122 4C Silver 3106 8C Y Gold 6134 8C G 6126 12C Gold 5122 4C 4114 10C Gold 6126 12C S 4108 8C 4108 8C G 6140 18C V Gold 5120 14C 5118 12c Gold 5115 10C Gold 5115 10C Gold 6136 12C S 4114 10C 6130 16C Gold 6136 12C Gold 5115 10C G 6130 16C G 6140 18C Silver 3106 8C O Gold 5120 14C Gold 6136 12C Gold 5120 14C Gold 5120 14C Gold 6134 8C 6142 16C L Silver 4112 4C G 6136 12C Gold 5120 14C Silver 4112 4C 5120 14C Silver 3104 6C Silver 3104 6C Gold 6142 16C Silver 3106 8C U Gold 5120 14C Silver 3104 6C S 3104 6C S 4210 10C 5115 10C Gold 6136 12C Gold 6132 14C Silver 3106 8C 6128 6C M Silver 3104 6C 3106 8C Gold 6142 16C Gold 6142 16C Silver 3104 6C G 6142 16C Gold 6128 6C Gold 6128 6C Gold 6142 16C Gold 6142 16C E Gold 6142 16C Gold 6138 20C S 4116 12C S 4116 12C S 4116 12C 6138 20C Silver 4112 4C Gold 6138 20C Gold 6154 18C 6140 18C 3104 6C Gold 6138 20C Gold 6154 18C Gold 6144 8C Gold 6128 6C Gold 6144 8C 6126 12C P 8173M 28C 8276 28C

AMD EPYCS 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 14, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Epyc Rome and Naples Core Grade % in Period C 64C 11.79% H 48C 1.62% A May 1998 7251 8C N 32C 26.14% N Docket 9288 24C 13.68% E Docket 9341 16C 21.26% L 12C 0.92% 8C 24.58% S U 100.00% P P L 7251 8C 7452 32C Y 7502 32C

V 7452 32C O 7702 64C L 7551 32C 7551 32C 7401 24C 7502 32C U 7702 64C M 7351 16C 7702 64C 7551 32C 7601 32C 7702 64C 7742 64C 7281 16C 7281 16C E 7351 16C 7281 16C 7281 16C 7742 64C 7351 16C 7351 16C 7281 16C 7401 24C 7351 16C 7281 16C 7401 24C 7742 64C 7351 16C 7451 24C 7451 24C 7302 16C 7742 64C 7302 16C 7451 24C 7302 16C 7451 24C 7302 16C 7702 64C 7601 32C 7301 16C 7302 16C 7401 24C 7301 16C 7301 16C 7301 16C 7451 24C 7351P 16 7401P 24

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 14, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Xeon Scalable Cascade Lake + CLr + Skylake 28 / 26 / 24 C on All Epyc

AMD C 15.13% P 8276 28C H P 8280 28C May 1998 P 8280 28C A P 8173M 28C 8276 28C N Intel 8280 28C N Docket 9288 84.87% P 8180 28C E Docket 9341 P 8276 28C L P 8160 24C

8160 24C G 6252 24C P 8160 24C S P 8180 28C U

P 6252 24C

P 8180 28C 8176 24C L P 8180 28C Y P 8160 24C P 8180 28C 5220R 24 6230R 26 8168 24C 8260 24C V P 8260 24C 6248R 24 7251 8C 8170 26C O 8160 24C P 8280 28C 8276M 28 L 8280L 28 6258R 28 8268 24 8270 26 U 6238R 28 8173M 28 8276L 28 8280M 28 M 6240R 24

E 8256 24C 8160 24C 7251 8C 7452 32C 8176M 28 7502 32C 8180M 28 7551 32C 8164 26

8160F 24

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 14, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Xeon Scalable Cascade Lake + CLr + Skylake 22 / 20 / 18 / 16 C on All Epyc

C H A May 1998 N N Docket 9288 E Docket 9341 Gold 6130 16C L

S U Gold 6140 18C P P L Gold 6142 16C Y

V O Gold 6142 16C Gold 6138 20C L Gold 6142 16C U Gold 6138 20C M E

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 15, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report Detail Slide

By Invitation Xeon Scalable Cascade Lake + CLr + Skylake 22 / 20 / 18 / 16 C on All Epyc 6140 18C

C Gold 6130 16C H A May 1998 AMD N 8.25% Gold 6142 16C N Docket 9288 Gold 6140 18C E Docket 9341 Intel L 91.75%

U Gold 6138 20C P Gold 6142 16C 5218 16C P Gold 6138 20C 5218 16C Gold 6142 16C 6138 20C L 6230 20C G 6142 16C Gold 6154 18C Gold 6154 18C G 5220 18C Y G 6140 18C 5220 18C Gold 6150 18C G 6148 20C G 6138 20C Gold 6138 20C G 6154 18C 6154 18C S G 6150 18C 6148 20C 4 G 6238 22C 2 V Gold 6140 18C G 6230 20C Gold 6230 20C Gold 6230 20C 1 6238 22C 6 6248 20C Gold 6148 20C G 6152 22C O G 6148 20C 16C 6152 22C Gold 6248 20C G 6242 16C G 6242 16C 6240 18C Gold 6150 18C G 6148 20C

Gold 6140 18C G 6150 18C G 6150 18C 6242 16C L G 6140 18C Gold 6230 20C G 6248 20C G 6230 20C S 4216 16C G 6154 18C G 6148 20C Gold 6152 22C Gold 6152 22C S 4216 16C 6150 18C U Gold 6152 22C Gold 6248 20C G 5218 16C G 5218R 20 G 5218R 20 4216 16C Gold 6230 20C G 6230 20C G 5218 16C G 6148 20C G 6140M 18 G 6140M 18 M Gold 6152 22C 5218R 20 Gold 6154 18C G 6242 16C 6140M 18 G 6226R 16 6142M 16 G 6142M 16 E G 5220 18C Gold 6248 20C G 6238 22C 6226R 16 G 5218 16C Gold 5218 16C G 6242 16C G 6140M 18 S 4216 16C G 6148 20C S 4216 16C Gold 6242 16C Gold 6248 20C G 6254 18C G 6142M 16 G 6254 18C G 5218R 20 G 6254 18C G 6254 18C G 6140M 18 G 6254 18C G 6140M 18 G 6254 18C 6254 18C S 4216 16C G 6142M 16 P 8253 16 G 6142M 16 G 6148 20C G G 6140M 18 G 6140M 18 Gold 6240 18C G 6140M 18 P 8253 16C S 4216 16C Gold 6240 18C 5220 18C P 8153 16C G 6242 16C G 6142M 16 7251 8C P 6240 18C G 6238 P 8253 16C G 6226R 16 G G 6226R 16C G 6242 16C G 6226R 16C P 8253 16C G 6142M 16 22C 6 G 6242R 20C 8253 16C P 8253 16C 6242R 20C G 6242 16C G 6226R 1 P 8253 16C G 5218R 20 G 6254 18C 16C G 5218R 20 3 G 6246R 16 G 6242R 20C 6246R 16 G 6254 18C 0 P 8253 16C P 8153 16C P 8153 16C G 6242R 20C G 6242R 20C 7502 32C T G 6246R 16 7502 32C 7251 8C 16 G 6246R 16 7452 32C 7251 8C 7452 32C 7551 32C 7452 32C G 6242R 20C 7551 32C 8153 16C 6148F 20

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 15, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Xeon Scalable Cascade Lake + CLr + Skylake 14 / 12 / 10 / 8 / 6 / 4 C on All Epyc

C Silver 4110 8C H Silver 4110 8C AMD 3% A Intel May 1998 N 97% N Docket 9288 E Docket 9341 L

S U P P L Y

V O L U M E

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 16, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report By Invitation

Xeon Cascade Lake + CLr + Skylake on All Epyc by Cores Xeon 8 Core C May 1998 H Scalable Cascade Lake + CLr + Sky lake 8 Core A Docket 9288 N Docket 9341 AMD N 2.02% E In relation HEDT build into Xeon commercial INTEL L Ryzen Vermeer and Matisse Performance 97.98% Desktop 16 C only AMD share + Ryzen 1 S 16 C = + 2% Xeon 12 Core 0 No Xeon W U P C Xeon 12 Core P O R L Xeon 10 Core E Xeon 16 Core Y 4 Core 10 Core Xeon 16 Core V Xeon 18 Core 10 Core O Xeon 4 Core Xeon 10 Core L 4C Xeon 28 Core Xeon 20 Core U Xeon 28 Core 20C 10 Core 4 Core Xeon 18 Core M Xeon 18 Core Xeon 4 Core Xeon 20 Core Xeon 24 Core E Xeon 14 Core Xeon 24 Core Xeon 24 Core Xeon 14 Core 14C Xeon 6 Core 6C Xeon 6 Core Xeon 22 Core Xeon 26 Core Xeon 22 Core Xeon 26 Core Xeon 26 Core Epyc Rome and Naples 32 Core Epyc Rome and Naples 32 Core E 32C Epyc Rome and Naples 32 Core Epyc Rome and Naples 16 Core Epyc Rome and Naples 8 core Epyc Rome and Naples 16 Core 64C E 16C AMD 32C E 8C 8C & 16C 24C E 24C 64C Rome and Naples 64C parallel 24 C volume Rome and Naples 64C parallel 24 C volume 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 16, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

Single socket x86 workstation market not including Scalable multi processing.

C 1998 May H ByInvitation Docket 9288 Docket 9341 Xeon W Sky lake 31/21xx_ A N N E L AMD 28.92% S U P Intel P L 71.08% Y Thread ripper 29x0_ Xeon W CLr 32xx_ V O L Xeon W CL 22xx 29x0 U 22xx M Xeon W CL 22xx_ E Xeon W CLr 32xx_ 39x0 Thread ripper 39x0_ Thread ripper 39x0_ 19x0

Thread ripper 19x0_ Thread ripper 19x0_

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 16, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

AMD Thread ripper 39/29/19xx_ v Intel Xeon W 32/22/31/21xx_ Single Socket Market Share *

q3 7.4.20 7.11.20 7.18.20 7.25.20 8.1.20 8.8.20 8.15.20 8.22.20 8.29.20 9.5.20 9.12.20 9.19.20 9.26.20 2020 28.43% 29.06% 33.20% 37.34% 33.48% 29.75% 31.41% 32.81% 33.08% 33.38% 32.99% 29.15% 31.45% 71.57% 70.94% 66.80% 62.66% 66.52% 70.25% 68.59% 67.19% 66.92% 66.62% 67.01% 70.85% 68.55%

AMD q1 = 31.85% Intel q1 = 68.15% x86 Single Socket

q4 10.4.20 10.11.20 10.18.20 10.25.20 11.1.20 11.8.20 11.15.20 11.21.20 11.28.20 12.5.20 12.12.20 12.19.20 12.26.19 2020 33.68% 30.34% 25.88% 26.49% 26.79% 26.70% 26.09% 26.12% 26.36% 25.38% 25.14% 22.60% 20.05% 66.32% 69.66% 74.12% 73.51% 73.21% 73.30% 73.91% 73.88% 73.64% 74.62% 74.86% 77.40% 79.95%

AMD q1 = 26.28% Intel q1 = 73.71% Workstation Market Share

q1 1.2.21 1.9.21 1.16.21 1.23.21 1.30.21 1.6.21 1.13.21 2..20.21 2.28.21 3.6.21 3.13.21 3.20.21 3.27.21 2021 22.91% 25.87% 25.09% 24.05% 22.68% 25.54% 28.12% 28.83% 28.81% 28.30% 27.90% 33.48% 40.00% 77.09% 74.13% 74.91% 75.95% 77.32% 74.46% 71.88% 71.17% 71.19% 71.70% 72.10% 66.52% 60.00%

AMD q1 = 27.66% AMD three quarter mean average = 29.08% Intel q1 = 72.33% Intel three quarter mean average = 70.91%

*Note, Intel 2P / MP workstation market is approximately 7x greater volume in relation Intel single socket market.

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 16, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Single socket x86 workstation market by grade SKU

C H A May 1998 N N Docket 9288 E Docket 9341 L

S U P P L Y

V O L U M E

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 16, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report Detail Slide

KEY = 32/22/31/21xx_ By Invitation 4C = 31.84% Single socket x86 workstation market by grade SKU 6C = 13.67% 2950X 16C TR C 64C = 4.63% 8C = 15.82% 32C = 34.25% H 10C = 21238.40% 4C 2950X 16C 24C = 19.79% A 12C = 3.71% May 1998 16C = 28.26% N 12C = 7.33% 14C = 6.25% N 2102 4C 8C = 5.74% 16C = 3.71% Docket 9288 E Docket 9341 L 18C = 6.25% 24C = 4.30% 2990WX 32C 2990WX S 28C = 6.05% 2123 4C U 2950X 16C All TR 2950X

P 2990WX

P 2133 6C

L 2133 6C 2245 8C 2125 4C 2145 8C 3970X Y 3223 8C 2990WX 2133 6C 2990WX 2195 18C 3223 8C V

O 2223 4C L U 1950X M 1920X E

3990X

1900X 2970WX

3955WX 3995WX 2920X 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 18, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Begins Desktop

C H A May 1998 th N Coffee Lake Refresh 9 generation N Docket 9288 E Docket 9341 L

S U q3 2020 q4 2020 q1 2021 q2 2021 P P Matisse Ryzen 3xxx L Y

V Comet Lake 10th generation O L U M E Comet Lake 10th generation

Vermeer Ryzen 5xxx Rocket Lake 11th Renoir 4x and Cezanne 5x APU 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 17 24 5.1 5.8 5.15 5.22 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 24, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation x86 Desktop Market Share

C Intel H AMD Ryzen A May 1998 41.10% AMD N 55.90% N Docket 9288 E Docket 9341 L 77.83% 58.68% 47.41% 22.17% 41.32% 52.59% S in period share U P P L Y

V O Intel 11th and 10th generation only L U M q3 2020 q4 2020 q1 2021 q2 2021 E

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 17 24 5.1 5.8 5.15 5.22 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 24, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Intel 11th and 10th and 9th generation

C AMD H 31% A May 1998 Intel N 64.82% 71.85% 68.35% N Docket 9288 69% E Docket 9341 35.18% 28.15% 31.65% L

S in period share U P q3 2020 q4 2020 q1 2021 q2 2021 P L Y AMD Ryzen V O L U M E

x86 Desktop Market Share

All AMD Desktop v Intel Desktop; Rocket Lake 11th and Comet Lake 10 generation only

q3 7.4.20 7.11.20 7.18.20 7.25.20 8.1.20 8.8.20 8.15.20 8.22.20 8.29.20 9.5.20 9.12.20 9.19.20 9.26.20 2020 83.14% 82.20% 83.66% 84.57% 85.48% 86.18% 83.59% 79.95% 75.68% 72.70% 71.12% 69.51% 64.25% 16.86% 17.80% 16.34% 15.43% 14.52% 13.82% 16.41% 20.05% 24.32% 27.30% 28.88% 30.49% 35.75%

q4 10.4.20 10.11.20 10.18.20 10.25.20 11.1.20 11.8.20 11.15.20 11.21.20 11.28.20 12.5.20 12.12.20 12.19.20 12.26.19 2020 58.76% 66.97% 70.33% 66.29% 62.37% 63.42% 58.75% 59.08% 59.33% 51.59% 47.37% 47.64% 47.85% 41.24% 33.03% 29.67% 33.71% 37.63% 36.58% 41.25% 40.92% 40.67% 48.41% 52.63% 52.36% 52.15%

q1 1.2.21 1.9.21 1.16.21 1.23.21 1.30.21 1.6.21 1.13.21 2..20.21 2.28.21 3.6.21 3.13.21 3.20.21 3.27.21 2021 54.14% 61.01% 55.02% 52.56% 49.92% 46.33% 43.18% 45.90% 44.36% 42.41% 40.43% 40.35% 40.28% 45.86% 38.99% 44.98% 47.44% 50.08% 53.67% 56.82% 54.10% 55.64% 57.59% 59.57% 59.65% 59.72% 4.4.21 4.10.21 4.17.21 4.24.21 5.1.21 5.8.21 5.15.21 5.22.21 AMD mean average = 58% 40.62% 42.14% 41.37% 40.58% 42.45% 41.25% 41.90% 42.47% 59.38% 57.86% 58.63% 59.42% 57.55% 58.75% 58.10% 57.53% Intel mean average = 42%

All AMD v Intel Desktop; Rocket Lake 11th, Comet Lake 10th and Coffee Lake Refresh 9th generation

q3 7.4.20 7.11.20 7.18.20 7.25.20 8.1.20 8.8.20 8.15.20 8.22.20 8.29.20 9.5.20 9.12.20 9.19.20 9.26.20 2020 29.28% 29.79% 33.49% 36.34% 38.18% 39.86% 36.98% 33.35% 35.13% 36.59% 35.97% 35.35% 33.82% 70.72% 70.21% 66.51% 63.66% 61.82% 60.14% 63.02% 66.65% 64.87% 63.41% 64.03% 64.65% 66.18%

q4 10.4.20 10.11.20 10.18.20 10.25.20 11.1.20 11.8.20 11.15.20 11.21.20 11.28.20 12.5.20 12.12.20 12.19.20 12.26.19 2020 32.12% 32.75% 32.68% 31.13% 29.60% 29.42% 28.30% 28.88% 29.42% 25.24% 21.66% 22.25% 22.83% 67.88% 67.25% 67.32% 68.87% 70.40% 70.58% 71.70% 71.12% 70.58% 74.76% 78.34% 77.75% 77.17%

q1 1.2.21 1.9.21 1.16.21 1.23.21 1.30.21 1.6.21 1.13.21 2..20.21 2.28.21 3.6.21 3.13.21 3.20.21 3.27.21 2021 29.86% 40.64% 37.15% 35.02% 33.94% 34.80% 22.45% 32.90% 31.40% 30.59% 29.72% 29.74% 29.76% 70.14% 59.36% 62.85% 64.98% 66.06% 65.20% 77.55% 67.10% 68.60% 69.41% 70.28% 70.26% 70.24%

4.4.21 4.10.21 4.17.21 4.24.21 5.1.21 5.8.21 5.15.21 5.22.21 40.62% 42.14% 41.37% 40.58% 42.45% 41.25% 41.90% 42.47% AMD mean average = 31.6% 59.38% 57.86% 58.63% 59.42% 57.55% 58.75% 58.10% 57.53% Intel mean average = 68.4%

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 24, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation All AMD v Intel Desktop; Rocket Lake 11th, Comet Lake 10th, Coffee Lake Refresh 9th generation by SKU

C AMD mean average = 31.6% H A May 1998 Intel mean average = 68.4% N N Docket 9288 E L Docket 9341

S i9 9900K i9 9900K U P P BIG BLOCK L Y taking a chunk V of financial capital O L out of the channel and it sold U M E

i7 i9 9900K 1 R5 3600 0 7 0 i9 10900K R9 3900X R7 3700X 0 R9 3900X R5 3600 R5 3600 i9 10900K i5 9500 i5 9500 i5 9500 i9 10900K

By Invitation All AMD Desktop v Intel Desktop; Rocket Lake 11th and Comet Lake 10 generation only This is the primary competitive market on volume R5 3600 where AMD is also tied to Comet surplus clearing

C 3900X H i9 10900K A May 1998 i7 N 1 N Docket 9288 0 E 3700X 7 L Docket 9341 i7 0 1 0 R9 3900X 0 AMD mean average = 58% S 7 R5 3600 0 Intel mean average = 42% U 0 3950X 10900K P 3900X 3900X R5 3600 3950X P 3950X 3950X 10900K L 3 7 10700K Y 3950X 0 3600X 0 X 3700X V 1 1 3800X 10700K O 3700X 0 10900K 0 9 10700K 10900K 7 L 0 3700X 0 U 3800X 3 0 3600X 3600 0 K M 6 3800X 3700X 0 3600 10900K E 3600X 1 1 10700K 10850K 3600X 0 3800X 3900X 0 0 3600 10700K 3800X 7 7 1 3600 3600 3900X 1 0 0 10400 0 10850K 1 7 10700K 3950X 0 3950X 1 3600 0 0 0 10500 0 3950X 3700X 7 0 0 7 10500 10850K 10700 0 7 3950X 10400 0 10500 1 3950X 0 0 10600K 10400 10400 10400 0 0 3800X 0 7 10850K 10900K 0 10850K 10100 3800X 0 10500 10100 3800X 3800X 10600 10500 10600K 5800X 10700K 10600K 10600K 10500T 10600K 10100 10600K 10100 5600X 10100 10400 5600X 3800X 5600X 3600X 10500 5950X 5900X 10600K 5900X 5600X 10900 3600XT 3800XT 5800X 3600X 5950X 5900X 3600X 5600X 10700F 5950X 10500T

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 17 24 5.1 5.8 5.15 5.22

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 24, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

AMD Vermeer 5xxx Desktop v Intel Rocket Lake 11th Desktop only

C 1998 May This is the secondary boutique market on Rocket short run volume ByInvitation Docket 9288 Docket 9341 H 5800X A N N 5800X 5600X E 5600X 5600X L 5800X 5900X S U 5900X 5950X P 5600X P 11900K L 5900X Y

V 5900X O 5950X 11700 L 5950X 11600K U 11700K 11900K M E 11700F 11700K 5950X 5900X AMD Intel 11700K

17.38% 11400 82.61% Intel supply patterns suggest they don’t want AMD channel bundle attach within Rocket. 11600K 11700 11700KF 11400F 11900K 11400 11500 11900 11600K 11500 11600KF 11900 11900KF 11900T 11.8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 17 24 5.1 5.8 5.15 5.22 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 24, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report For some reason Intel is signaling production metrics in supply wave forms. TSMC is charging AMD a price premium that did not exist at Matisse 3xxx.

Intel Rocket Lake run to date 11900K @ 270 mm^2 = $0.18

900K design production $56.97 Full run design production $49.10 11700K and MC $58.95 on Ivy Bridge Metric

700 8C all SKUs AMD Vermeer (smoothed) run to date MC sort = $28.39 Normalized 115 mm^2 = $0.44 all up 11700 Fabrication = $0.23 mm^2

6/5/4 6C all SKUs MC sort = $17.10 Full run hard fabrication = $27.24 11600K Full run design production = $51.08 * *TSMC 20% price increase over Matisse

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 24, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

Commercial Xeon and Epyc by core grades comparison.

Single socket workstation.

Desktop in progress.

Mobile break out next; stay tuned.

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 14, 2021 Camp Marketing Consulting Project Framework: Move beyond the box they paint for you. Identification of Equitable Values To give intelligent, responsible, and capable direction Management by Management by for sustainable business within industry for society. Information P Objective As a prerequisite for planning that serves customers S @ A and society as efficiently and effectively as possible. Maintaining System T I Making Optimal Viability U N Decisions Understand technology and business possibilities to R F meet the needs of customers and society as cost A I effectively as possible. T N I I Management by Management With exemplar stewardship cognizant of social welfare. by People O T Techniques N Y By enlarging the capabilities of the operation; melding together people, process, design, fabrication and utility knowledge for competitive advantage. Developing Organizational Flexibility Integrated Attitudes Management by Structure To assess equal opportunity for complimentary participation; partnership, cost and reward sharing.

To recognize the obligation to investors; planning for an adequate economic return on their investment.

To address economic responsibility as a design and 101010101010101010101010101010101010101010101010101010101010101010101010101010101010101010101010101010101 process steward in the countries of industry operation. To further the well being of the global electronics industry as an advocate of responsible, stable and sustainable growth models that make economic sense. MIKE BRUZZONE – Camp Marketing Consultancy Kaizen culture, practitioner of Benkyou, no politics, get the job done. Specializing in operational research, market relations, segment management, product evangelism, planning & tactical implementation, competitor and cluster strategy, product commercialization. Mike Bruzzone, Camp Marketing Consultancy, [email protected], 415/250-4652 SEMI ISS - 2006