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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.65+0.3%Dec 29 3:59 PM EST

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To: dale_laroy who wrote (34949)4/5/2001 1:44:46 AM
From: Joe NYCRead Replies (1) of 275872
 
Dale,

So is having 20% P4 sales by unit volume in Q2.

A miracle may happen, but to me, the 11% in Q1 is a target that clearly has not been met.

Here is more from xbitlabs:

MSI leads in selling mainboards for P4 [1:29 am] Gavric
Three biggest mainboards manufacturers - ASUSTeK, Gigabyte and MSI - have made public the quantity of mainboards for Pentium 4 they sold within the first quarter of this year.
As it is related on this Chinese site, MSI proved the mightiest having sold 40,000 boards. ASUSTeK and Gigabyte lag behind with only 20,000 for each (besides, good half of these 20 thousand mainboards were sold in the last month). As for the fourth greatest member of the manufacturing elite, Elitegroup, it failed to supply the statistics on its business with Pentium 4 mainboards for they are simply not enlisted to company’s range of products.
This is another fact to illustrate low current popularity of Pentium 4 CPUs. Actually, we can hardly see any reasons as to why the share of P4 among other Intel’s processors is so great (11% according to the roadmap). The only logical explanation we can give is that the larger part of these processors will be intended for the PCs of «world brand names» (like Dell, Compaq and so on) together with mainboards made by Intel itself. For, if we consider the number of P4 mainboards sold by Taiwanese manufacturers, the present share of P4 on the market shouldn’t exceed 1-2% now. Well, such proportion looks quite plausible for the DIY sector.
By the by, all the three above mentioned giants (MSI, ASUSTeK and Gigabyte) initially hoped to sell 80-100 thousand mainboards for Pentium 4 within Q1. Now we have made sure how unpredictable the hardware market can be.

xbitlabs.com

I guess they can't reconcile the 11% number either.

Joe
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