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To: Pravin Kamdar who wrote (103692)10/26/2003 2:25:54 PM
From: dougSF30Respond to of 275872
 
Pravin,

> all last quarter, retail was flooded with $800 to $1000 Athlon XPm notebooks. These are now gone.

Cleared out for the Xmas wave of new models due shortly?

Doug

p.s. see my next post-- new hypothesis on Prescott delays from Japan via iHub



To: Pravin Kamdar who wrote (103692)10/26/2003 3:21:24 PM
From: Dan3Respond to of 275872
 
Re: but all last quarter, retail was flooded with $800 to $1000 Athlon XPm notebooks

That sure isn't how I remembered it, and that led to my low estimates of Q3 Athlon sales. By the end of the quarter, there wasn't much at North American Retail (NAR - the small segment of AMD sales reflected by Best Buy, etc. ads), which means AMD did not get a mid-quarter buy for NAR - those great numbers last quarter happened with poor NAR sales.


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