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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 252.09

-0.3%

Jan 29 3:59 PM EST

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To: TGPTNDR who wrote (60205)	10/25/2001 3:01:46 PM
From: wanna_bmw	Read Replies (1) of 275872

TGPTNDR, Re: "Andy: We knew that the 845 was coming out which would take the Pentium 4 into the business space, we knew XP was coming out, so we wanted to make that price move." You: "To me that says they ramped the P-4 over the P-III in anticipation that it would be competitive with the XP as opposed to the P-III which wouldn't." Andy Bryant was talking about Windows XP, not the Athlon XP. I see how it might have sounded confusing, but taken in context, it is quite clear that he meant for Windows XP to be a key selling point for Pentium 4, so price moves would make sense to catch the inflection point with full force. Re: "<John Joseph>So, the nature of the sequential increase out of disti does not lead you to believe there is an awful lot of inventory in that particular channel. <Paul>There is zero Intel inventory in that channel that is not meant to be there." Paul Otellini has always been consistent that Intel doesn't ship more processors than the customers demand. Here, he is once again responding to a question about channel stuffing, and he says that there is no oversupply in the channel. wanna_bmw

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