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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (147992)7/8/2002 7:24:19 PM
From: Petz  Read Replies (1) of 1577514
 
The article in theStreet.com is good. I think he's right that M$ lowering XBox cost to $200 had a significant negative impact on PC sales.

But I think another big impact may be inventory tightening at the combined CPQ/HP. Just reducing inventory by 3 weeks at HPQ and similar OEMs might cause a shift of 1-2M units from Q2 to Q3. Maybe this is a one time hit of 1-2M million units permanently shifting from Quarter n to Quarter n+1, and an additional hit of 1M units from slow end-user sales.

Such a move would affect AMD a lot more than Intel, because DELL probably orders weekly and already has low inventory.

Petz
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