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

To: Petz who wrote (86139)	7/31/2002 3:04:56 PM
From: tejek	Respond to of 275872

TGP, thanks for that quote, was it from JC? So Rob's point seems to be that AMD shipped and sold 6M+ CPUs, that Intc shipped between 29 and 30M CPUs, for a total of around 35M, but he has concerns that the PCs sold weren't that high. I think Rob is right. If AMD shipped 6.1, Intel 30.2 and "other" was 0.6, the total is almost 37M, quite a bit worse than Rob's number (35). I suspect Intel really "stuffed the channel" in Q2. If we find out that total PC sales were only 34M, they probably sold MORE than 3M excess CPUs into the market. That would explain why AMD's and INTC's guidance for Q3 is not that strong. ted