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To: AK2004 who wrote (27449)	2/5/2001 1:37:03 PM
From: Petz	Read Replies (1) \| Respond to of 275872

albert, Jonathan Joseph of SSB continues to ignore positive signs in the microprocessor industry. From the Salomon Smith Barney report you quoted: AMD# (AMD-$24, 2S) processor prices remained flat for the third week in a row. We all know that Athlon prices have been rising in the DIY market, which is a good proxy for the spot market. What parallel universe is Jonathan Joseph living in? For example, here's a price comparison on Athlon and Durons from the lowest price dealer in San Diego, chipsandmemory.com : Processor 1/26/01 2/3/01 Duron 750 69 69 Duron 800 79 79 Duron 850 99 99 Athlon 900 149 149 Athlon 950 169 189 Athlon 1000 179 199 Athlon 1100 229 259 Athlon 1200 n.a. 299 He also ignores the fact that, according to SIA data, December was a better month than January. Here's the data Year Over Year Year Over Year One-Month Change 3 Month (Moving Average) Change November: 17.4% 28% December: 22.6% 23% Instead, Jonathan Joseph only reports on the 3 month rolling average, which, of course will lag behind the monthly numbers: * Overall December SIA data showed shipments slowed from 28% yoy growth in November to 22% in December, the fourth month of deceleration. We expect shipments to continue slowing at least through August of this year. Not only does he only quote the 3-month average data, but he misquotes the December data, saying its 22% when Rothdeutsch quoted the figure as 23%. Petz