SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: wanna_bmw who wrote (156164)1/18/2002 3:36:25 AM
From: Joe NYC  Respond to of 186894
 
wbmw,

Thanks for agreeing with me. Regarding Athlon XP 2000+, it was introduced after the quarter was over, in January, so the I would not take that number and project it over the shipments over the period of the whole quarter. But even with this minor difference of opinion, your estimate of center of distribution is 1700, mine is > 1700, probably 1750, the difference is minor, and may be completely accounted for by the fact that I am looking at a snapshot as of today, and you are looking at trailing 3 month period.

Joe



To: wanna_bmw who wrote (156164)1/18/2002 8:21:14 AM
From: Dan3  Read Replies (1) | Respond to of 186894
 
Re: During the conference call, Hector said that the Athlon XP 2000+ product numbered in ...

It wasn't available all quarter, and that was almost 3 times the number of 2.2GHZ P4s sold - unless you have a link showing otherwise.

Remember that during the firt quarter of PIII 1.13GHZ availability, 200 parts were shipped.