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To: Monica Detwiler who wrote (51216)	8/15/2001 2:01:02 PM
From: combjelly	Respond to of 275872

"Why are the people on this thread glossing over these two facts?" Both have been beat to death already. As far as IBM dropping AMD in North America, that is more of a lost opportunity than anything else. In the US, AMD-based systems by IBM were invisible, you had to dig on their website to find them, it is doubtful that many people went to the effort. This was discussed many times, as people tried to find the machines after it slipped out that IBM was offering them. The machines were a little more visible to our Neighbor To The North, but it still isn't clear if many were actually sold. I suspect the last IBMNorth America aimed AMD machine was built in May, the announcement just now is because they finally sold them all. Oddly enough, if you make it difficult to buy something, it doesn't sell. The missed opportunity was for IBM to include AMD in some business SKUs. It doesn't look like that will happen. Yep, sales were poor for AMD in both April and May. And yes, they sold a lot of product in late June. Some of it was because the prices were dropped a lot. It also looks as if there was a big drop recently, also. The relative lack of availability of AMD-based machines in Q2 was noted and commented on. In retrospect, it looks as if OEMs bet that the cut in pricing on the P4 was going to make them hot items, so they de-emphasized AMD and loaded up on P4s. That apparently didn't work very well, look at how the sales of machines (except for the SD shops) dropped through the floor. And then there was a bunch of Athlon4s that went out the door in June, just look at the number of AMD-based laptops that are just about everywhere. These things have been discussed, not ignored. Now the conclusions by many, including myself, might not be correct, but these are known quantities. For what it is worth, the spin that I have just put on them is not the most popular, many people were surprised that AMD sold as many units as they did last quarter.

To: Monica Detwiler who wrote (51216)	8/15/2001 2:20:24 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Monica, IBM is a Tier 2 OEM, not even in the top 10. /Petz

To: Monica Detwiler who wrote (51216)	8/15/2001 2:46:24 PM
From: fyodor_	Respond to of 275872

Monica: In May, they [IBM] were apparently a very important customer that AMD lost. I don't know what IBM sales are like in the US consumer segment (which is where AMD was featured) - except that they are reportedly outside the top 10 - but in Europe, IBM has zero consumer presence. Dell, however, is gaining share in Europe with passing day - at least judging by the distributed ads and the few businesses I've seen. This share comes primarily from Compaq and should be of at least some worry to AMD, since CMPQ is the closest thing AMD has to a champion among the tier 1 OEMs. (well, not counting the Asian OEMs like Fujitsu). -fyo