Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 209.14

+3.0%

12:31 PM EST

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To: Rink who wrote (155161)	4/7/2005 10:16:06 PM
From: Robohogs	Read Replies (2) of 275872

FBR is Friedman Billings Ramsey (a small shop outside DC). The only reason I quoted them was they are only recent report on AMD other than Pru. "Our checks at AMD chipset vendors indicate expectations for a 15-20% quarter over quarter unit decline for 1Q. This is slightly worse than the typical 10-15% Q-o-Q decline for 1Q, which is what we are expecting from Intel." It goes on to say that Q2 will then have a 5-10% decline from Q1, also worse than seasonal and Intel (about 5% decline). So I think FBR is inferring that while the 10-12% decline might be correct for market as a whole, it will be weighted to more Intel and less AMD. Jon

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