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

To: Reseller Mike who wrote (241499)	9/29/2007 7:12:57 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> At newegg, which I think is representative of the white box portion of AMD customers Therein lies your problem...not even in the top 25 of sources << I would like to explore that further. I didn't say that white box makers ordered from newegg (which seems to be what you understood). My point is that I am using newegg pattern of sales as representative of white box sales mix. Newegg has 93 server sku's. Would you expect whitebox server sales within sku's to be distributed very differently from the distribution of sales within sku's at newegg ? Actually, let's just cut to the relevant part. Do you think barc is selling at the rate of 2000/day (200k/qtr) that would make it a relevant contributor to AMD's finances ? I estimate they're selling at less than 10% of that.