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

To: andreas_wonisch who wrote (60214)	10/25/2001 3:10:43 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 275872

Andreas, Re: "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." When AMD or Intel stuffs the distribution channel, they either have to pay for it in subsequent shipments at a fixed ASP, or subsequent ASPs at a fixed shipment (or maybe a little of both). AMD paid back their mistakes by tanking ASPs, which still shows that their Q2 channel stuffing ended up coming back to haunt them in Q3. I wonder what will happen in Q4, after having stuffed the channels in Q3, and after having risen their ASPs. I predict that AMD will be back to under 20% market share. Feel free to bookmark this prediction, if you want. wanna_bmw