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

To: Robohogs who wrote (155275)4/7/2005 10:25:50 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
Those guys are idiots, then, I'm afraid. That's just too far off from updated guidance for both companies, as there is no way ASPs will grow enough to offset that sort of unit drop.



To: Robohogs who wrote (155275)4/8/2005 9:18:07 AM
From: storm05Read Replies (1) | Respond to of 275872
 
Jonathan Robinson, "Our checks at AMD chipset vendors indicate expectations for a 15-20% quarter over quarter unit decline for 1Q.

How recent is that report? Recent enough to include March sales?

I wonder if HP´s apparent refusal to supply the market with adequate volumes of AMD systems is behind some of the reported weakness.


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