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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Mani1 who wrote (102809)4/23/2000 2:20:00 AM
From: Tenchusatsu  Read Replies (2) | Respond to of 186894
 
Mani, <You are not in a position to know this "for a fact".>

Then who is? Some financial analyst? The AMDroids who equate availability at Costco with manufacturing yields? The YUK Register?

I've seen enough BS out there to know that there is a huge gap between perception and reality. But I guess all people want to believe are perceptions. Remember the "perception" that AMD sold more than 800K Athlons in Q4, or more than 1.2M in Q1?

And in the end, all this doesn't matter, since the bottom line showed that AMD blew right past expectations, while Intel merely met them in Q1. And the bottom line is what counts, not how many GHz hot-rods one can brag about (which doesn't amount to much in the big picture).

Tenchusatsu



To: Mani1 who wrote (102809)4/23/2000 5:09:00 AM
From: Elmer  Read Replies (1) | Respond to of 186894
 
Re: "You are not in a position to know this "for a fact"."

Actually he may be. AMD said they shipped "10s of thousands of highspeed Athlons in Q1". Assuming we can believe AMD's word, if Ten knows that Intel shipped numbers equal to or greater than that I believe he can make such a claim.

I think it's a mistake to simply take retail floor space and pricewatch, the silicon version of a flea market, as a gauge of processor speed shipments.

EP