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

To: wanna_bmw who wrote (60204)	10/25/2001 2:35:15 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

bmw you mean to say that intel keep track of amd's shipments? Intel numbers are confidential even after earnings are out and yet intel keep miscalculating this last minute shipments quarter after quarter with fairly good precision. wanna_bmw-got_fud? reagrds -Albert

To: wanna_bmw who wrote (60204)	10/25/2001 2:35:32 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Wanna_bmw, Re: Wasn't that just before reports came in saying that AMD managed to sell a last minute shipment of processors, on the order of "millions"? That would have certainly affected Intel's numbers, if they hadn't figured it in prior. As you pointed out on the Intel thread these things (channel stuffing) either work only one time or have to go on and on quarter after quarter. If AMD stuffed the quarter in Q2, Q3 shipments should be down QoQ. But they were flat so either they stuffed the channel again or they never stuffed the channel. It's really an academic questions since it doesn't effect sales or market share over a time period of time greater than one single quarter. Intel has maintained that they held or gained market share on every single CC I remember for the last twelve months or so and that's certainly not the truth. But since Otellini always uses the phrase "market segment share" it's very difficult to prove that he's dishonest. IMO Intel investors would be better suited if Intel published overall sales numbers every quarter (overall unit sales should be enough)like AMD does. Andreas