SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: fyodor_ who wrote (51945)8/21/2001 8:35:12 PM
From: wanna_bmwRead Replies (1) of 275872
 
Fyo, Re: "AMD claimed they shipped 250k 1.4GHz Athlons in Q2. Remember, this chip wasn't introduced until early June, so it's pretty clear that the distribution of sold Athlons is weighted unusually heavily towards the higher speed grades."

Yet AMD also claimed that they sold the majority of their CPUs in June. So at the very most, that corresponds to the 1.4GHz part being 6.4% of their CPU product line, or twice that percentage if you just consider the Athlon product line. In all fairness, it was the first month of launch, but at the same time, I wouldn't consider 13% at the top bin out of the ordinary for AMD. It will probably be 20-25% this quarter.

wanna_bmw
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext