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

To: Tony Viola who wrote (59767)	10/23/2001 3:34:38 PM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

>Demand in China has been particularly strong. When Intel CEO Craig Barrett visited Taipei last July, he said China was leading the world in demand for computers outfitted with Pentium4 CPUs.< I guess it is easy to sell P4 in a country that gobbles C3 processors up like jellybeans.

To: Tony Viola who wrote (59767)	10/23/2001 3:58:31 PM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

Tony, Re: <taipeitimes> No, I hadn't seen it. During the INTC CC Q&A 10/16/01 it was mentioned that cross over to PIV from P-III occurred about 2 weeks prior. I assumed this was a volume cross-over, not a dollar one. When asked the sales volume of P-IVs during the Q&A they answered that it was secret. I'd be interested in knowing the actual volumes per line per quarter. I seem to remember seeing a table that had PIV sales around under 1.5M in Q2. That would make sales of PIV in Q3 of around 5M ~ 6M. Sounds about right to me. Thanks for the link. tgptndr