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

To: eracer who wrote (193466)	4/13/2006 7:45:54 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 275872

>> Are you predicting that Intel inventories have declined this quarter? Yes, I think so. Intel's warning implies shipments declined by ~3m platforms ($900m / $300 each), which means ~3m processors. However, looks like computer sales are higher than a year ago, when Intel revenue was higher than Intel guided for q1 '06. So if these chips did not come from AMD, nor from Intel's q1 revenue. They had to come out of channel or OEM inventory. ---------------- biz.yahoo.com HP Integrity Server Business Shows Strong Growth in Emerging Markets Thursday April 13, 12:00 pm ET The wins contributed to the triple digit year-over-year revenue growth HP saw in the Integrity line in the so-called BRIC countries.(1) ------------ channelregister.co.uk NPD described PC sales growth as "OK" for the first six to eight weeks of the year, with double-digit growth in the notebook arena and single-digit desktop sales growth.