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kpf

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kpf

Re: KeithDust2000 post# 60249

Saturday, 07/30/2005 8:02:07 AM

Saturday, July 30, 2005 8:02:07 AM

Post# of 98355
Keith

While 8,9M is arithmetically correct for Mercury end markets, this figure must not be confused with CPU shipments of AMD in the quarter, to be determined plus(??) or minus(imo) channel inventories from there. (OEM and retail below distributor level).

Looking at Mercury data in general versus IDC and Gartner, their numbers are doubledigits higher. Can sb confirm Mercury includes Console-Chips while IDC/Gartner don't? (Would be the easiest explanation for the delta in dimension, and comments in the Osha commentary point to it).

K.








Facts are irrelevant to the emotional brain

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