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To: combjelly who wrote (151586)	12/7/2001 9:21:47 AM
From: willcousa	Read Replies (1) \| Respond to of 186894

Has anyone considered that AMD might be reporting quanti-volume numbers?

To: combjelly who wrote (151586)	12/7/2001 11:52:21 AM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Combjelly, Re: "But the fact remains that AMD does report the number of units sold, and often gives at least a good idea as to their breakdown of Durons vs. Athlons. I tend to feel those numbers are trustable, AMD has recently had lawsuits to keep them focussed." AMD does report units sold, and they used to report a breakdown between Duron and Athlon, but AMD's definition of units sold may not represent the whole picture. That is, are these numbers what AMD sold to distributors, or are these what vendors sold to end users? I tend to think it's the former, because that is the only concrete number AMD will have. If you believe the rumors about AMD stuffing the channel with ultra low cost CPUs (there were several reports of this, IIRC), then it will be obvious that fewer AMD CPUs are being sold to end users over the past couple quarters than were sold from AMD. Of course, this tends to catch up with them, sooner or later, and there are many curious signs showing up. Such signs include the absence of AMD in retail, but a large supply in the channel. There are other signs as well, but I am not here to draw any conclusions. What I do know is that the numbers that AMD doesn't have are Intel's. Therefore, any market share numbers come from the market analysts like Dataquest (and they don't have the numbers, either). Intel may be withholding the numbers to spin the results in their own way, but in another respect, Intel still doesn't release their numbers, even when it's clear that their results are positive. It's probably part of the Intel "paranoia" not to give the competition any more information than they need to. Whatever the reason, though, market share numbers are dubious at best, and Intel owns the most significant number in the calculation. If you can't take their word for it, you certainly can't take AMD's. wbmw