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

To: tejek who wrote (86124)	7/31/2002 1:04:38 PM
From: Petz	Read Replies (1) \| Respond to of 275872

re: <me:<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.> So the question is, "How much was inventory of AMD processors reduced from the end of Q1 to the end of Q2?" We should get a better idea of that when computer sales market share numbers are released in a few days. AMD made a comment that they didn't lose as much market share in computer sales as they did in CPU sales, but let's wait until the numbers come out. All we really know now is CPU sales: Intel - 30.2M CPUs + 2.25M XBOX AMD - 6.1 million CPUs Other - 0.65 million CPUs Suppose we find out that final PC sales were 35 million and AMD had 18% market share and Intel 80%. In computer sales, ignoring the complication of multi-CPU servers for the moment, that would be 28M Intel-based PCs (Intel inventory grew by 2.2M CPUs, about 1 week 6.3M AMD-based PCs (AMD inventory dropped by 200K, about 0.4 week) I think the PC sales numbers will come from Dataquest. Petz