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

To: Sarmad Y. Hermiz who wrote (193452)	4/13/2006 12:47:34 AM
From: AK2004	Read Replies (1) \| Respond to of 275872

re: Intel had its channel stuffed from q4, so those end-sales will not be credited to q1. Therefor Intel's share will appear smaller, even though its end-user-sales will not have declined. wow, and how long did take you to come up with that treasure :-)) BTW would it also imply that intel losses of market share in q4 were underestimated? :-))

To: Sarmad Y. Hermiz who wrote (193452)	4/13/2006 1:12:51 AM
From: eracer	Read Replies (1) \| Respond to of 275872

Re:I guess the proof will come next week, but I am convinced that in desktop price can overwhelm performance in a big % of sales. If that were the case AMD would have won the desktop sector years ago. Yes, just about any market will be price sensitive to a degree, but I would hestitate to declare victory if a 20% price cut translated into a 2% change in market share. And that power consumption is completely irrelevant to the buy decision. Power consumption is down the priority or awarenss list for most people, but it is not completely irrelevent. A good share of the systems I build are going into either hot, cramped or dusty conditions where a lower power CPU is relatively important. my other conclusion is that the only way that AMD could have increased share in desktop (in q1) is through an artifact of book-keeping. Intel had its channel stuffed from q4, so those end-sales will not be credited to q1. Therefor Intel's share will appear smaller, even though its end-user-sales will not have declined. Are you predicting that Intel inventories have declined this quarter? One data point is that US retail sales in physical stores were up 20% or 25% in q1. AMD dominates these sales to the tune 80% or 90%. yet AMD revenues showed none of this increase. So either those machines were made from q4 inventory, or Intel will show many more units than a pro-AMD person might like to see. Up 20-25% compared to what? Last quarter (not)? Q1 05? AMD didn't have a decent lock on retail desktop sales until late Q3 last year and while they are approaching 80% of desktop sales according to some reports they aren't doing nearly that well in notebook sales. AMD has pretty much saturated the desktop retail market now and the gains for notebooks are limited. I don't expect AMD's market share to grow much until they can crack the corporate and government markets.