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SemiconEng

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SemiconEng

Re: yourbankruptcy post# 10406

Monday, 08/04/2003 1:51:47 PM

Monday, August 04, 2003 1:51:47 PM

Post# of 97785
Mercury research claims that AMD lost marketshare in Q2 comparing to Q1. How do they count? We know that inventories fell in Q2, so if they count shipments from AMD to channels they must be down. If they count actual sales - no good.
http://zdnet.com.com/2100-1103_2-5059231.html


I believe Mercury Research counts sales the same way that Intel and AMD count sales, when the Distributor sells it, not when the manufacturer ships it.

Semi
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