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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: whortso who wrote (68277)1/19/2002 1:35:38 AM
From: ptannerRead Replies (1) | Respond to of 275872
 
Whort, re: "AMD said in their CC that they produced "10s of thousands" of XPs."

From JC's CC transcript (http://www.jc-news.com/parse.cgi?pc/AMD/CC/2001Q4 after 8:25): "We shipped tens of thousands of model XP 2000 in the quarter and produced 4 million Athlons XP."

-PT



To: whortso who wrote (68277)1/19/2002 1:38:21 AM
From: milo_moraiRead Replies (2) | Respond to of 275872
 
Wrong!!! Try 4 million XP's

Whoret wrote: AMD said in their CC that they produced "10s of thousands" of XPs. If they show up on pricewatch that means they can't even sell "10s of thousands" of XPs to OEMs but must dump them on the grey market instead. That's not good.

Whort




To: whortso who wrote (68277)1/19/2002 2:02:28 AM
From: Ali ChenRespond to of 275872
 
"If they show up on pricewatch that means they can't even sell "10s of thousands" of XPs"

Wrong thinking. By the nature and low volume
of DIY/Whitebox business (per enterprise), the
pricewatch is exactly the place where small boxmakers
shop for their processors.


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