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To: wanna_bmw who wrote (57311)	10/5/2001 2:49:04 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

wanna, You are probably fairly accurate in your estimates, however people always underestimate the SD shop channel since it is a sea of small shops. Coming from and SD shop background I can understaand them. Years ago I recall taking part in a survey with my stores along with others to estimate the Canaadian market. After the fat we have a sheet, x%Applw, y%IBM, Z%CPQ, etc with a total market of such and such a numnber. I took this report and showed it to a friend of mine who was the largest Panasonic floppy drive distributor in Canada. He advised me the survey was totally in error as he sold to the SD channel more drive every month that the survey showed as total system sales for the same months. The OEMs all buy direct from Panasoinc, Teac etc and so all his drives went into SD shop systems and usually 1 per system. In these days Intel had 95% of the market. So Since AMD gives a total CPU number and Intel is not, how can we interpolate the Intel numbers? If we back calculate from the published numbers from EOM sales and factor in the AMD hard number since the SD shops are large, then your nunmbers should be lower. I expect in laptops they are a larger presence and in small seervers that are growing. In business stuff they are still very low, however more and more businesses buy from SD shops and the 'white' channel, a sort of SD shop aggregate OEM. Bill