Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: andreas_wonisch who wrote (48200)	7/18/2001 2:42:48 PM
From: pgerassi	Read Replies (1) \| Respond to of 275872

Dear Andreas: Well then, Intel did not say sold, did it? Didn't they not even mention how many sold? Thus, shipped does not equate to sold. They wanted you to take that shipped is the same as sold without actually lying about it. The quote was "shipped to the US" and not "shipped world wide". For the last few calls, AMD has made a distinction between shipped and sold. The former was always larger than the later (they are in the process of ramping up their production). Intel had a target of 4 million P4s in Q2 but, sold about half of that (by all accounts and they did not deny it (or say anything about units sold). Since they shipped only 1 million more to the US (in the CC), either they shipped 1 million less P3s and Celerons or cut production by 1 million P4s under target. Worse, they could have shipped less to the rest of the world and still be strictly true. They cut prices and sold a million more P4s but, cannibalized all of them from P3 and Celeron sales losing margin and profits. By their past characterizations of events, they did not sell more units in Q2, otherwise they would be trumpeting sales instead of shipments. This makes sense because AMD increased units sold and the WW market was flat in Q2. With Intel you must look carefully at what they don't say even more than what they do say. Pete