Advanced Micro Devices Inc (AMD)

[bobs10]

Well, there has to be a certain amount of inventory in the channels. Some sitting in a warehouse, some on a slow boat, some even sitting in the white-box guy’s back room. I don't think AMD keeps much of its finished goods at the packaging plant, or anywhere else since the stuff is not like wine (doesn't age well). As soon as it's finished it's probably shipped to someone and then sits in the channel for how long?

Anyway, since this is something that will only be proven with time we'll have to wait, but it is something to consider.

As far as the MSFT O/S goes, I think you're wrong and there is a lot of pent-up demand just waiting for MSFT to get its' act together. Not only from business where I expect a very warm reception, but also from lots of little people who don't want to buy a machine with XP loaded and then have to reload the 64bit O/S. I'm one of those people.