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

To: bacchus_ii who wrote (48491)7/20/2001 12:39:55 PM
From: andreas_wonischRead Replies (5) | Respond to of 275872
 
Bachus, Re: Q2 PC shipments down 2% from Q1

So there are two possibilities:

1. AMD/INTC lied about shipments
2. AMD/INTC stuffed the channel

Judging from Jerry's comment I think AMD stuffed the channel in June. Keep in mind that channel stuffing not necessarily prohibit record sales in the next quarter -- you just have to stuff the channel again. Of course from a long-term view this is a stupid sales strategy.

Andreas



To: bacchus_ii who wrote (48491)7/20/2001 12:40:47 PM
From: jcholewaRead Replies (1) | Respond to of 275872
 
> All this doesn't add up!!!

Chip sales precede computer sales.



To: bacchus_ii who wrote (48491)7/20/2001 1:03:14 PM
From: AK2004Respond to of 275872
 
bacchus
hey, that means that if intel shipped 27+million units then amd shipped less than 3 million.
Regards
-Albert


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