To: wanna_bmw who wrote (148335 ) 11/15/2001 6:58:22 PM From: Petz Read Replies (3) | Respond to From JC's 3rd quarter Intel CC transcript:The major sales story this quarter was our distribution channel in all parts of the world. Channel sales set an all-time record for sales out in Q3. CPU volume grew more than 25% above Q2 and end of the quarter was lower weeks of inventory than we had in Q2. This was our third consecutive strong quarter in this channel, which is the predominent channel for small and medium business and for emerging markets. The channel has also become very good at selling the latest technology, for example 25% of all of our boxed microprocessors sold in September were Pentium 4. Show me where Intel says this. direct sales were reduced in Q3 vs. Q2, since overall CPU sales were up less than 5% and channel sales were up 25%. Undoubtedly the purpose of this attack was to hurt AMD, but also because the small manufacturers and white-bax makers who consume channel sales are quicker to jump on new technology such as the P4.won't work again in Q4, as we are hearing stories of channel customers being told that some P4 chips can only be obtained directly from Intel. It couldn't come at a better time for AMD, because white-boxers and 2-3 Tier mail order/internet vendors will be only too happy to market an Athlon XP 1900+ as being equivalent to at least a 1900 MHz P4. Since their customers want 1800+ or more performance, they will sell it to them. From AMD.
