Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.59

+1.1%

Dec 3 3:59 PM EST

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To: AK2004 who wrote (200944)	6/7/2006 6:58:24 PM
From: Petz	Read Replies (1) of 275872

Think we have to take dire predictions of SSB made on basis of lower motherboard shipments in April with a BIG GRAIN OF SALT. SSB said, (from BUGGI's link) "End-Demand Indicators Weak. Indications of a weaker PC environment have been plentiful recently. As a reminder: • Tier-1 motherboard shipments in April were below plan, down 23% m/m..." It was also mentioned by that PESKY FLY. But, from here digitimes.com you can see that Q1 2006 motherboard shipments were unbelievably strong, up 133% (2.33x) year over year. And they complain of a drop in April? One big reason is that for AMD, motherboards are being shifted from S939 to AM2. BTW, why is it that I can still read this month-old Digitimes story? Petz

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