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: Rink who wrote (153627)	3/18/2005 1:19:23 PM
From: KeithDust2000	Read Replies (2) of 275872

ixse, that would be MSI. To keep the data in perspective, mainboard shipments from the Top 4 declined 7% sequentially in January, declined 13.1% in February [The on-month decline was greater than market expectations due to weaker demand from the clone markets in the US and Europe, the sources noted.], and are now expected to grow 10-20% in March. Overall, Q1 shipments were expected to decline 10-12% quarter on quarter. Like INTEL´s midquarter update (and the Rivet presentation) suggested, there´s a chance for slightly better than seasonal performance (PC industry). There are also indications that the cell phone market could be slightly better than seasonal. Keep in mind that better than seasonal in this context still means down overall. The question is if AMD has been able to do something about the numerous company-specific problems that caused last quarter´s underperformance, and the large drop in the stock price. Regards, Keith

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