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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 232.12+3.8%3:01 PM EST

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To: wanna_bmw who wrote (62524)11/7/2001 7:03:38 AM
From: peter_lucRead Replies (4) of 275872
 
Wanna_bmw,

"I hate to say it, but K&M didn't predict an amazing quarter for AMD in Q3 when the Athlon was topping the charts, so I don't know why you still feel it's a valid indicator for any kind of market acceptance."

During the last months I didn't report regularly about the KME bestseller lists any more. In fact, I only talked very rarely about them since April. I just didn't pay attention very much any more.

Now it seems that this was a mistake because these lists have probably been a quite good indication for the DIY market in general (which is very important for AMD, much more than for Intel). As I already wrote in a former message, the lists showed a strong Q1, a weak April and May, a strong June, a rather strong July, a weak August and again a strong September with the TBird 1400 being the absolute mega-seller (always number 1 on the general bestseller list). October, however, was partially not very good again due to the death of the Athlon C 1400. Recently however, the situation seems to have improved; the Athlon XP seems to slowly take the place of the TBird 1400.

I do not want to bother anyone with these lists. If anyone has better numbers (for example Compaq sales data for AMD computers) I would be very glad to get them. I just think that I could have saved a lot of money if I had paid more attention to these lists in spring. So this time I want to share all available information with the thread members, be it good news or bad news.

Peter
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