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

To: Paul Engel who wrote (47725)	7/15/2001 3:09:07 PM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

>My guess is that Intel's Pentium 4 sales in Q2 exceeded AMD's AThWiper sales in Q2 - which Mad Man Sanders implied was 1/2 of the 7.7 Million AThWiper/DooWrongs that AMD foisted on its customers.< You are not reading very closely between the lines. Sanders stated, "In aggregate Duron/Athlon sales were up.", which implies that sales of one of these two were down. Guess which one. Even so, with less than 3.1 million Athlons sold, Athlon has probably outsold P4.

To: Paul Engel who wrote (47725)	7/15/2001 3:19:26 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Paul: "My guess is that Intel's Pentium 4 sales in Q2 exceeded AMD's AThWiper sales in Q2 - which Mad Man Sanders implied was 1/2 of the 7.7 Million AThWiper/DooWrongs that AMD foisted on its customers." Speaking of "foisting on customers", that's probably the only way P4's in q2 approach 4 million...and if 4 million, then P4 ASP's are likely into the toilet which can't do much for INTC ASP's...Let's see, now...AMD's ASP dropped by 15% in Q2...now a comparable drop in iNTC ASP's takes a minimum $600 million off the bottom line compared to q1, which if true, is downright frightening in its impact on q2 eps, wouldn't you think? Not just red, but BIG RED if INTC ASP's got dinged 15% in q2...unless of course INTC sold 8 million P4's in q2.