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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Rink who wrote (153627)	3/18/2005 9:51:28 AM
From: DRBES	Respond to of 275872

Even if AMD benefits relatively more, intel's stock will benefit more. Perception is all.

To: Rink who wrote (153627)	3/18/2005 9:57:18 AM
From: kpf	Respond to of 275872

Rink The message i read from it is just that last years mb inventory glut finally eased back to balance within the current quarter. I'd venture Intel benefited more than AMD from it, as it was slightly short on some chipsets in Q4. K.

To: Rink who wrote (153627)	3/18/2005 1:19:23 PM
From: KeithDust2000	Read Replies (2) \| Respond to of 275872

ixse, that would be MSI. To keep the data in perspective, mainboard shipments from the Top 4 declined 7% sequentially in January, declined 13.1% in February [The on-month decline was greater than market expectations due to weaker demand from the clone markets in the US and Europe, the sources noted.], and are now expected to grow 10-20% in March. Overall, Q1 shipments were expected to decline 10-12% quarter on quarter. Like INTEL´s midquarter update (and the Rivet presentation) suggested, there´s a chance for slightly better than seasonal performance (PC industry). There are also indications that the cell phone market could be slightly better than seasonal. Keep in mind that better than seasonal in this context still means down overall. The question is if AMD has been able to do something about the numerous company-specific problems that caused last quarter´s underperformance, and the large drop in the stock price. Regards, Keith