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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.91+0.9%Dec 5 9:30 AM EST
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To: bobs10 who wrote (194667)4/20/2006 11:47:34 PM
From: combjellyRead Replies (1) of 275872
 
"Obviously what IDC is saying doesn't correlate very well with what both INTC and AMD said, whose wrong?"

Neither of them. Intel stuffed the channel in Q405, big time. They offered rebates on the stock that was stuffed. Given that it was low end product, it shouldn't effect their overall market. That is, unless they hae to do it for much longer. Odds are, they will have to do it for the next 4-5 quarters. Which means the chickens will come to roost before then...
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