AMD strictly moderated (AMD)

[chipdesigner]

Hey wbmw, looks like once again it was *you* having trouble understanding the concept. :)

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Re: Sounds like Intel is headed for the low end of Q1 guidance.

Sounds like you're having trouble understanding the concept here. Let me help:

Intel is getting grey market activity on their 800 series Pentium D, but their 900 series is selling at a premium to list price. That can only mean that vendors are trying to offload their 800 series chips for 900 series replacements. Since Intel has already sold the 800 chips at full price, they are not losing out from the repurchasing. And if anything, it's a sign that vendors are making room for the new products.

But if you want to interpret that as a sign that they will underperform their Q1 guidance, let me know so that I we can revisit your prediction later.