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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: gnuman who wrote (57269)	4/24/1999 5:27:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Gene, Nope, because some of those CPUs went into workstations and servers which are not counted in the 25 million total. But, since Intel continues to build inventories of unsold mpcs, I think you have the right idea, just the wrong evidence. <g>

To: gnuman who wrote (57269)	4/24/1999 6:17:00 PM
From: Don Lloyd	Respond to of 132070

Gene - (Q1/Q2 PC/CPU shipments Maybe you can help me out with this. Assuming 25 million PC's shipped Q1, (from DQ/IDC), and, Intel shipped ~27 million cpu's, (may be wrong, but thought I read that someplace), and, AMD and Cyrix together shipped ~5 million cpu's and, Q2 is expected to be seasonally down: should I expect an inventory build-up of CPU's?) Although I don't have any idea of the size, there is a significant replacement/upgrade market for CPU's. This would include counterfeit CPU speed re-markings, with a large profit margin. You would also expect a fairly large continuing failure rate of marginal computer vendors, and the recycling of their inventories is not likely to show up in the sales numbers in the developed world, independently of where the 'scrap' eventually ends up. Net/net there is probably some effect like that of used paperback sales, presumably invisible to the overall book industry statistics. Regards, Don