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To: Road Walker who wrote (148139)	11/14/2001 4:07:46 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 186894

JF, <I can't figure out where AMD is selling their processors. Over the six months they've lost a lot of retail shelf space.> You've noticed that too? Shouldn't we as Intel-a-bees be posting daily about the abundance of Intel-based systems and lack of AMD-based systems at Circuit City/Best Buy/Fry's/Costco? ;-) <And Intel said growth was highest in the white box and distribution channel> I don't remember this. From my limited viewpoint, I would guess that AMD is making gains here, or at least selling heavily into this market. Tenchusatsu

To: Road Walker who wrote (148139)	11/14/2001 5:11:04 PM
From: Paul Engel	Respond to of 186894

John - Re: "I can't figure out where AMD is selling their processors. " Maybe all their 'Wipers are sold on Pricewatchitdrop.com Paul

To: Road Walker who wrote (148139)	11/14/2001 8:31:23 PM
From: Windsock	Read Replies (1) \| Respond to of 186894

John - Re:"It seems to me that he would know how many units he sold, either they were down, exactly the same, or they were up. Just about flat is certainly open to interpretation; is 5% down just about flat?" This is a good point. AMD certainly has its unit sales numbers. If sales were up by even a small amount AMD would say "unit sales are up over a year ago". It sounds like progress and it is. If sales were virtually the same, within the limits of measurement, AMD would say that. The only reason to use "relatively flat" is too avoid the admission that sales are down. How large is relatively? Who knows. It could be as much as 5% but that would really stretch the limits.