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

To: andreas_wonisch who wrote (48180)	7/18/2001 7:11:47 AM
From: pgerassi	Read Replies (2) \| Respond to of 275872

Dear Andreas: There is a big difference between units shipped and units sold. AMD sold 7.7 million but, Intel only shipped 6% more to the US. Intel said nothing about WW shipments nor sales either to the US or WW. Intel only claimed that shipments were up over 1 million to the US. Intel could have lost 1.4 million in shipments to the rest of the world yielding a WW Q2 shipment number down from Q1. Had it been up, Intel would have claimed WW shipments were up. Since they did not, they probably dropped. Since they talked units shipped, the units sold numbers were down both to the US and to the world for the very same reason. Thus, all statements by AMD, Intel, and third parties (like Mercury) could all be accurate. The spin each places on this distorts the reality. AMD claims market share gains WW but, with lower ASPs and a pessimistic outlook (hey pessimists get pleasantly surprised a lot). Intel claims shipments up and rosy outlook (otherwise it looks like another bad quarter and worse is yet to come (optimists get unpleasantly surprised a lot)). Judging by their recent moves, Intel internally believes the pessimistic scenario. Pete