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

To: Robohogs who wrote (155156)	4/7/2005 8:15:31 AM
From: niceguy767	Respond to of 275872

" Opinions are very varied out there but generally negative." One level of negativity has been removed as those calling for a warning were just plain wrong. Let's see what happens next week.

To: Robohogs who wrote (155156)	4/7/2005 8:22:47 AM
From: storm05	Respond to of 275872

Jonathan Robinson, FBR is claiming that AMD motherboard demand in Taiwan is also very weak. That sucks, if true. Who´s FBR? From when is the report?

To: Robohogs who wrote (155156)	4/7/2005 9:31:12 AM
From: Rink	Read Replies (1) \| Respond to of 275872

Jon, Storm, are you refering to more detailed information that this, and if so please do share: 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). Above's a quote from Keith who took his data from digitimes monthly mobo shipments reports, see here: Message 21147433 Top-four mobo makers expect March shipments to grow 10-20% sequentially Top-four motherboard makers expect shipments to grow 10-20% sequentially in March. Asus projects monthly shipments to return to more than four million units, up 12-15% sequentially. Gigabyte anticipates a 20% growth to about 1.1 million units. ECS hopes March shipments will rise 22%, to 1.4 million units. [DigiTimes] digitimes.com Message 21146487 Regards, Rink