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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (148012)	7/9/2002 1:59:17 PM
From: tejek	Respond to of 1577883

Back-to-school usually causes the June quarter to be back end loaded. Clearly, that didn't happen this year. So my point is that I don't believe the back to school season this year will be particularly poor compared to Q1 and Q2, but that the CPU purchases for it will occur in Q3 rather than Q2. Petz, this is a difficult one to argue but I could contend that had back-to-school demand been normal, the OEMs would not have had to reduce inventory in June but instead reduce inventory by filling B-T-S orders. However, b-t-s orders were much weaker than normal this year..........apparently, end user demand is just not there. Note -- another delaying factor may be OEMs who want TBreds rather than Palominos. If AMD can't deliver by the end of this month, then the delayed back-to-school sales won't show up in AMD's Q3, but in Intel's Q3. Maybe......it is possible they are waiting for Palomino. However, Dan Niles now is suggesting that INTC's Q3 will be weaker than its lowered guidance in early June had suggested; that in a month's time, PC demand has weakened further. ted