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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST

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To: xun who wrote (103122)10/17/2003 6:24:52 PM
From: xunRead Replies (1) of 275872
 
Sep CPU Survey in China

price.zol.com.cn

Main points:
1) Look at the 1st figure. It illustrates the percentage rate of people interested in each vendor.

2) Compare 2nd and 3rd figures. XP2500+ is by far the most interested CPU. This is consistent with previous reports that revealed shortage of XP2500+ supply.

3) If China becomes the 2nd largest CPU market after US by the end of the year, as predicted by IDC etc., it bodes well for continued AMD CPU sales growth. China will provide bigger growth potentials than any other single market in the near future.

BTW, just read some mobo news from Taiwan. Asus, Gigabyte, ECS etc expect about 10% mobo shipment growth from Q3 to Q4.
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