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


To: Petz who wrote (86116)7/31/2002 9:27:31 AM
From: tejekRead Replies (1) | Respond to of 275872
 
re:<Looks like AMD did LOSE market share ... Even more than I had thought.>

Again, the Mercury Research numbers are CPUs sold into the channel, NOT computers sold to customers. A lot of computers sold in Q2 were made using CPUs sold in Q1.


Petz, were you able to calculate what that Q1 overhang was......the article refers to it as a "slight bloat"? And do you think there was an inventory overhang with the Xbox chips as well?

ted