Advanced Micro Devices Inc (AMD)

[bobs10]

you...

Don't the OEMs get their products directly, rather than through the channel? I would think large sale orders would point to more of a retail or online outlet (Newegg or PCStop, for example).

me...

Yeah, I thought about that, but mike mentioned new product and I leaped to new PC's, probably incorrectly. Whatever, the numbers seem very large for a Newegg etc., but I may again be underestimating their sales. Are those guys in Ca?

I could think of a couple of scenarios that would have a GTW buying through the distribution channel. Say, GTW wanted to test the online sales waters, or maybe AMD couodn't promise delivery for some reason, like DELL coming onboard? A quarter of a million plus new chip sales has to be a big deal even for AMD.

Anyway, we should know soon enough. I'm sure someone will post if GTW starts sporting lots of new AMD machines, either online or retail.