Goutama,
I will believe 3.6 million units when I see it, but there are several factors that could make it happen. We entered Q3 with a wide range of high-end Athlon systems from HP on the shelves at retail. HP has not made much fan fair about using Athlon, but I suspect that they are selling more Athlon than Compaq, and will sell more than Gateway in Q3. Also, the new Compaq box styling is a quantum leap over the old style, and will be a big hit with consumers. THis should help Compaq sell more Athlon than last quarter. So, for Q3, I see Compaq and Gateway sales of Athlon to be up a little, and HP sales of Athlon to be up a lot. These three companies alone could account for a 25% increase in Athlon sales. Further, Athlon sales in Europe and Asia seem to be picking up nicely. This could add an extra 15%. New highly stable and overclockable mother boards for Socket A from Abit, Asus, Epox, and others could boost sales another 25%. Duron, if indeed sold out, could add another 25%. That gives a 90% increase. Solid execution in the second half of Q3 could push us to 100% and 3.6 million units, but it will be a stretch.
Pravin. |
