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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (147949)7/4/2002 11:39:15 PM
From: Dan3  Read Replies (3) of 1576346
 
Re: Despite the cover excuses that AMD management will give, the 33% drop is not entirely attributable to the weak market

Q2 is always heavily back end loaded. AMD has two big OEMs, Compaq and HP, and they merged. Now HPQ has twice the inventory that either company had, and one of the expected benefits of the merger was to consolidate things like inventory to reduce costs. So HPQ doesn't need any more processors this month while they draw down the new, combined, inventory.

Intel had much less exposure the inventory effect of the HP/Compaq merger, so they were affected less.
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