Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.67

+2.2%

Jan 12 3:59 PM EST

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To: niceguy767 who wrote (153626)	3/18/2005 9:42:32 AM
From: Rink	Read Replies (3) of 275872

Top-four mobo makers expect March shipments to grow 10-20% sequentially Top-four motherboard makers expect shipments to grow 10-20% sequentially in March. Asus projects monthly shipments to return to more than four million units, up 12-15% sequentially. Gigabyte anticipates a 20% growth to about 1.1 million units. ECS hopes March shipments will rise 22%, to 1.4 million units. [DigiTimes] digitimes.com Asus (>4M: 12-15% up), Gigabyte (1.1M: 20% up), ECS (1.4M: 22% up), who is the fourth? Would be nice to know if AMD would benefit more or less than Intel. Regards, Rink

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