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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (37106)	4/23/2001 4:43:40 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Petz, CompUsa is now almost all Intel. Compaq is all Intel (Compaq used to have the most AMD based computers), HP went from all Intel to 1 AMD 1.2 GHz, and Sony has 1 Duron: compusa.com

To: Petz who wrote (37106)	4/23/2001 5:15:36 PM
From: rsi_boy	Read Replies (1) \| Respond to of 275872

Wasn't Intel doing doing another one of those cash rebate things last weekend? Thought I saw a flier saying $200 off all Intel systems (might have been just a Canadian thing). With a deal like that who would be pushing amd boxes? t.

To: Petz who wrote (37106)	4/23/2001 7:28:41 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

John, I too have seen a noticeable decline in the number of AMD systems at retail, especially Compaq, and the reason for which has been bugging me. However, I think I now have the answer. After listening to the Compaq CC and both of his interviews on CNBC and CNN Moneyline, it appears that the flush of Intel systems from Compaq (and possibly HP) is due to inventory reduction. Compaq reduced inventory by $250 million in Q1 and will decrease it another $300 million in Q2. Now, which platform do these companies have high inventories of? Answer: Intel. Another reason for the weak AMD showing at retail recently may be due to the high demand in Europe. OEMs may be able to get better prices for AMD systems in Europe (vis a vis Intel) than in the US, and they may be diverting AMD units to Europe while they flush Intel inventory in the US. Pravin.