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Politics : Formerly About Advanced Micro Devices
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To: Petz who wrote (98530)3/15/2000 5:57:00 AM
From: DRBES   of 1581728
 
re: "The Boswell Report"

The key words may be: "The Boswell Report examines the dynamics of the marketplace by obtaining information directly from the channel: resellers and suppliers. The research discusses the story behind the reported figures and provides value-added information for the investment decision process. Each month the Allison Boswell researchers contact hundreds of store managers and retail buyers representing thousands of stores in order to measure whether or not a company is meeting management's goals."

Do you suppose that since the Boswell report may not be sensitive to events in the "direct channel", ie companies like Gateway, in which AMD may be enjoying a more significant presence (try turning on your TV for some of Gateway's latest commercials or call them up to see just what they seem to be moving at delL's expense) that AMD just might be selling some processors that the Boswell report is simply not picking up? I guess that we will have to wait until mid April for the real truth, whatever that is. Unless, of course, AMD does a "pre announce."

Despite all of the past evidence, I do not yet have a high confidence level, yet, in AMD's capacity to be as stupid as this report would suggest.

Regards,

DARBES
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