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To: Gopher Broke who wrote (149315)	11/24/2001 9:05:48 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Gopher, Re: "Try checking out the shelves in Europe. Why should AMD stock retail shelves in recession-bound US when there are relatively healthy markets elsewhere?" That may be. AMD may have shifted their inventory outside of the U.S., but one thing's for sure: over here, retail volumes of Athlon PCs are scarce. I went to Best Buy today for a digital camera, and I saw that AMD had two desktop systems in the whole store: a 1.2GHz Athlon and a 1.3GHz Athlon. Not a single Athlon XP to be seen. The rest were all Pentium 4 and Celeron. AMD did have more of a presence in the mobile section, but those were mostly Duron. I think there was one Athlon laptop, 3 Duron laptops, and the rest were Pentium III. Meanwhile, signs are showing the U.S. retail markets as improving quite a bit. Best Buy was very crowded, and people were buying large TVs, PCs, and other gifts. While the Christmas season is approaching, I think this is a good sign. Americans want to stay home and watch TV or play games, rather than traveling. I think that's becoming more and more obvious. AMD may be losing a huge opportunity by underselling here in the U.S. Of course, that's a fortunate thing for Intel. wbmw

To: Gopher Broke who wrote (149315)	11/25/2001 11:34:53 AM
From: Tony Viola	Respond to of 186894

GP, >Being a bit parochial aren't you? Try checking out the shelves in Europe. Why should AMD stock retail shelves in recession-bound US when there are relatively healthy markets elsewhere? Also, there are no indications from CPU pricing that indicate AMD is struggling to shift product. Give up on the U.S. market at Christmas time? Sounds like a pretty risky strategy to me. And, Europe usually follow the U.S. in economic ups and downs by a quarter or two. Hypothetical question to myself: if I own stock in µP company "A", do I want to see PCs with their chip inside, on the shelves at Christmas time, in the USA, or do I want to see company "B"s there?