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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 223.53+1.1%Jan 14 3:59 PM EST

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To: KeithDust2000 who wrote (153639)3/18/2005 3:35:40 PM
From: PetzRead Replies (1) of 275872
 
Keith, total mobo shipments for the quarter may be even worse than you estimate -

From digging around I found the following numbers from the "Top 4" --
October 8.85M tomshardware.com
November 8.83M globalsources.com
December 8.3M ditto
January 7.7M ddrtester.com
February 6.69M ditto

March (worst case, 10% gain) 7.36M
March (best case, 20% gain) 8.03M

For the whole quarter, that would be a 14-16% loss.

Petz
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