Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 209.35

-0.7%

3:06 PM EST

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To: cruzbay who wrote (200201)	6/3/2006 2:53:22 AM
From: Petz	Read Replies (4) of 275872

EETimes quoted incorrectly. Read the original INQ story here: theinquirer.net INTEL PC processor sales fell 52% YOY in April. Later on it says: The firm said in a note to its clients that Intel processor prices fell 40 per cent year on year in April, with volumes dropping by 21 per cent. 0.60 * 0.79 = 0.474 == 52% drop in Intel CPU revenue in April. The key factoid is that Intel's VOLUME DROPPED by 21%. This corresponds to a massive loss of market share by Intel despite the ridiculous prices. No way did PC sales drop by anywhere near 21%. Therefore, AMD must have picked up a huge chunk of volume. And there is no evidence anywhere of any unusual price drops in AMD chips. EDIT - here's the link to the EETimes article eetimes.com Petz

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