Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 211.76

-4.2%

12:26 PM EST

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To: andreas_wonisch who wrote (48494)	7/20/2001 2:44:18 PM
From: Joe NYC	Read Replies (1) of 275872

Andreas, There is some pipeline, even for companies like Dell, and it is longer for Compaq and HP, so the shipments down 2% is not necessarily inconsistent with CPU sales increase during the same time period. You put the components in this pipeline and at a later time, the resulting PCs end up being bought by business and consumers. The increased shipments may just be an indication that the OEM expect Q3 to be higher than Q2, and they are ordering components based on this assumption. If the sales of final product (PCs) do increase in Q3, everything will be fine. If not, there will be a lot of inventory left, and the orders for the Christmas season will be slower, resulting in very bad Q3 for both AMD and Intel. Joe

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