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

To: niceguy767 who wrote (156329)	4/14/2005 5:18:47 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Next week and the week after will have good technical/product PR. If Intel CPG revenues decline sequentially, it is even worse than it might appear at first glance, because Q4 was a normal 13-week quarter for them, while in Q1, Intel has a 14-week quarter. And therein you see the problem for them with Q2 guidance, and Q1 results. An extra week gave them 7.7% more time to sell in Q1 vs Q4, and they have only 92.8% of the time to ship and sell in Q2 vs. Q1. So even with flat seasonality (which is not the case), they would be guiding revenue down > 7%. If they peg Q2 as seasonally down 5%, they have to guide to about -12%.