Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Goutam who wrote (112274)	5/23/2000 11:06:00 PM
From: kash johal	Respond to of 1581770

Goutama, re: retail sales data. The numbers are not too surprising. AMD in Q1 shipped about 5x k6's vs Athlon. And as you note the numbers do not include Gateway. Also they don't include ROW. The Athlon has been a huge hit in europe/far east etc. partly because of the Intel shortage so percentages offshore are likely higher. Just my .02. IMHO this is nothing to worry about. Its the overall market that folks need to focus on. regards, Kash

To: Goutam who wrote (112274)	5/23/2000 11:52:00 PM
From: Mani1	Respond to of 1581770

Goutama re <<Does any body know what the retail PC unit volume in April? If we know this, we can extrapolate the approximate Athlon CPU units sold in April from the Athlon retail market share (5%)>> 5% of US retail sale in one month is at most 150K. Even if we knew the exact number, it would not mean much. The number does not include GTW, Cyber max, Pionex etc, or the over seas sales or even the small screw driver shops. The number would only be the number of Athlon sold in retail by CPQ and HWP. Mani