SI
SI
discoversearch

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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (140663)8/1/2001 6:32:52 PM
From: AK2004  Read Replies (1) | Respond to of 186894
 
Ten
price drop ? Don't forget that amd's market share is only 20%. The extra sales are less than 2 million chips. Market can easily absorb 2 million chips given sufficient price incentive. Even if not all 2 mil are sold then the increase in inventories should be much smaller than 2 mil.
BTW 2mil corresponds to less than a month worth of inventories.
Intel on another hand can perform the same trick because market would not absorb 10 million chips that easily
Regards
-Albert



To: Tenchusatsu who wrote (140663)8/1/2001 10:23:17 PM
From: Dan3  Read Replies (2) | Respond to of 186894
 
Re: If AMD sold 50% of Q2 in June, that means April and May each average out to 25%. That's quite a spike in shipments

June is the month in which AMD carved 15% of the notebook market out of the hide of Intel. It's also the month when OEMs start building for the back-to-school market - a major event in the retail market which is where AMD sales are concentrated.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News