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To: KeithDust2000 who wrote (153639)	3/18/2005 3:35:40 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Keith, total mobo shipments for the quarter may be even worse than you estimate - From digging around I found the following numbers from the "Top 4" -- October 8.85M tomshardware.com November 8.83M globalsources.com December 8.3M ditto January 7.7M ddrtester.com February 6.69M ditto March (worst case, 10% gain) 7.36M March (best case, 20% gain) 8.03M For the whole quarter, that would be a 14-16% loss. Petz

To: KeithDust2000 who wrote (153639)	3/18/2005 4:27:54 PM
From: Rink	Respond to of 275872

Keith, tx for the jan/feb refresh. HP ordering times cause me some concern, as well as flash. For flash I think I think revenue will still be a bit down, and profit (i.e. loss) the same as last quarter. I think though the price declines continued they had still some benefit from 110nm conversion that wasn't fully completed at the start of Q4, and they slowed production a bit to flush inventory, and all in all I expect losses to increase still a bit more in flash but not as drastically as from Q3 to Q4. HP ordering times might have caused a bit of a dip in cpu supply to HP for this quarter. I think ASP's are up just a tad. Unit sales are down. Overall profit a bit down too. Big guess that in total it hoovers around being just profitable. EDIT: Petz, interesting post. Hope you're off with your estimates. They're just a bit more negative than I am hoping for; though better grounded. Regards, Rink