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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (98523)3/15/2000 4:33:00 AM
From: Petz  Read Replies (4) of 1578582
 
Charles, re:<Q1 has all the signs of sold-out conditions>
Word from Albert is that the Boswell report claims that AMD's production is down because they are trying so hard to get the high speed grades out. Check this out:

The Boswell Report: AMD Performs Poorly, INTC to DominatePRICE C
3/14/0 13:31 (New York)

Allison Boswell Consulting, Inc. writes, "February marks AMD's worst performance in five months, as their struggle to be first to market with each new clock speed has resulted in inadequate production to meet demand. It appears INTC has shrewdly balanced its business from low-end through high-
end, while effectively putting a squeeze on AMD, as the company's unit sales have declined 27.0% sequentially. Year-over-year AMD unit sales have declined 38.7% and year-over-year market share decreased 630bps in unit share and 190bps in volume share. In addition, AMD's inventory is down 22.0% and ASP is flat." s Full Report dated February 29, 2000 from The Boswell Report.

***************

Allison Boswell Consulting, Inc. is an independent, third party research firm that provides research coverage from a retail perspective. 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. The data is then correlated with Wall Street's data and applied to confirm or reject market assumptions.

END OF QUOTE

I thiink BOswell is talking about ASP's of systems, not CPU's. If AMD has lost market share at retail, I personally doubt it has anything to do with lower CPU production. THat flies in the face of reason and I haven't seen any lack of CPU's in the channel. Maybe this report is why AMD has been weak the past few days.

Petz
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