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

To: ptanner who wrote (47736)	7/15/2001 4:29:34 PM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

>I just wonder what replaced the 0.8M or so K6-2 from 1Q01. I agree that the Athlon probably outsold the P4 in 2Q but do not believe this will continue to be true in 3Q< I would suspect they were replaced by Celeron sales, since at the system level Celeron is still cheaper than Duron if clock rate is not factored in. I believe that Athlon sales will still exceed P4 sales in Q3, but not by much. The big driver of Q3 is the back to school market, which should favor Athlon. Q4 will almost certainly favor P4, as this is the Christmas market.