Ten, >nothing much has changed. Remember the old AMDroid slogan, "I see many more AMD machines in the aisles of Circuit City/Best Buy/Fry's/Costco than Intel machines"? That was true in April, and it's true today in July. Yet back in April, Intel still outsold AMD in the retail channel 2-to-1. What's different now in July?
Thanks, Paul, for the quote. It kind of throws cold water on the AMDroids' tendency to equate availability at Circuit City/Best Buy/Fry's/Costco with actual sales.
I kept tripping over the 800 MHz PIII PCs at Costco in Sunnyvale on Saturday. Point is, though, how many people buy a serious PC like that at a Costco?
Intel Q2 report on 7/18, MOT 7/12, ALTR 7/13, AMD 7/19, TXN 7/24, LSI 7/25. These should go a long way in establishing the current health status of the semiconductor industry. Of course, SSB can somehow see 6 to 9 months out there. Must have 20 - 10 vision. For some reason, I have problems lending much credence to most of these analysts; like, what all data are they looking at? I think that Intel, before deciding to build all those new fabs, looked a lot harder at a mountain more indicators of future business than SSB can possibly have visibility to. Oh well, hopefully, someday a lot of these analysts will be driving cabs in NYC again.
Tony |
