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To: cruzbay who wrote (194639)	4/20/2006 8:13:55 PM
From: neolib	Respond to of 275872

Recent market data on desktop, notebook, and server growth rates are in conflict with this -12.7% QoQ change. Can anyone address this? CPU ASP decline? Mainly at Intel it would appear, as AMD had ASP rise last quarter. As I noted to niceguy, however, we don't know AMD's (or Intel's) product mix/ASP, so can't really say much. All in all, I find Intel's report depressing. I suspect both AMD and Intel stock will see continued pressure during Q2. Wonder what AMD will do tomorrow.

To: cruzbay who wrote (194639)	4/20/2006 8:18:31 PM
From: niceguy767	Respond to of 275872

"Recent market data on desktop, notebook, and server growth rates are in conflict with this -12.7% QoQ change. Can anyone address this?" Well, my guess is that avg. total (i.e. AMD + INTC) ASP's are declining more than enough to offset units increase, and since AMD's ASP's are rising, INTC must be offering scorched earth pricing, which is borne out by HUGE GM declines. To make matters worse, I suspect that INTC has stuffed the channel when I read between the lines of their CC comments pertaining to their fast declining ASP's and their horrendous Q2 guidance.

To: cruzbay who wrote (194639)	4/20/2006 8:50:12 PM
From: Joe NYC	Respond to of 275872

cruzbay, Recent market data on desktop, notebook, and server growth rates are in conflict with this -12.7% QoQ change. Can anyone address this? 2 possibilities that come to mind: 1. Intel inventory problems skewing things 2. Message 22365681 Joe

To: cruzbay who wrote (194639)	4/20/2006 9:48:58 PM
From: bobs10	Read Replies (2) \| Respond to of 275872

you... Recent market data on desktop, notebook, and server growth rates are in conflict with this -12.7% QoQ change. Can anyone address this? me... Yeah, I posted the following the other day. biz.yahoo.com Part of the article included the following: FRAMINGHAM, Mass.--(BUSINESS WIRE)--April 19, 2006--The worldwide PC market continued its solid expansion in the first quarter of 2006 with year-on-year growth of 12.9% despite an expected decline from growth of 15.9% in 2005, according to IDC's Worldwide Quarterly PC Tracker. Nearly all regions were inline or slightly ahead of forecasts for the first quarter, helping boost worldwide shipment growth for 1Q06 to 12.9%, slightly higher than IDC's March forecast of 11.8%. Portable adoption remained a key trend in all regions and consumer growth appeared relatively strong following the holiday season. me... clearly something doesn't jive. Another contradiction, both AMD and INTC said European sales were slow yet from the article we have: EMEA - As expected, the EMEA market maintained healthy growth at roughly 16% in the first quarter of 2006. The market continued to be driven by significant demand for portable PCs in the consumer and SMB segments, which helped maintain regional portable growth above 30% versus desktop growth of roughly 8%. Competitive pressure and aggressive pricing strategies continued to assist overall demand and in particular portable adoption across the region. me again... other comments of interest from the article include: Dell - Dell remained the clear market leader with a share of 18.1% in the first quarter, although the company appeared to lose some momentum. First quarter growth of 10.2% worldwide was slightly behind the market while growth in the United States slowed notably to less than 1% from almost 9% in 4Q05 and double-digits for the prior two quarters (and fell behind the market for the first time). Corporate growth in the U.S. remained in double-digits while consumer and public sector shipments dipped from a strong fourth quarter. Outside the U.S., Dell performed much better with shipment growth of over 23% versus market growth around 16%. International markets jumped to over 48% of Dell's shipments in the first quarter from 43% during 2005. Strong growth in Asia/Pacific, including Japan, PRC and India, as well as a strong showing in major markets in EMEA, helped boost Dell's international results. HP - HP had a very strong quarter, growing nearly twice the market rate worldwide and almost three times the rate in the United States. The company grew shipments by double-digit rates in all regions with particularly strong performance in its largest regions - the United States, EMEA, and Asia/Pacific. It appears that the company's efforts to boost volumes with channel partners are paying off. Acer - Acer continued to grow at a rapid pace with worldwide shipments increasing more than 50% from a year ago. Growth in its largest market - EMEA - slowed somewhat although shipment growth in APeJ accelerated and expansion in the Americas continues to move relatively quickly. Gateway - Gateway appears reinvigorated as growth surged to over 44% in the first quarter. The company first saw significant positive growth following the acquisition of eMachines in the second quarter of 2005 with shipment increases approaching 30% year on year. Fourth quarter growth was slower than this pace, but the first quarter performance appears to have regained momentum and positions the company very well going forward. Apple - Growth of Apple systems slowed to single digits in the first quarter following a surge in growth during Q1 2005. The company has been growing at a rapid pace over the past year, benefiting from customer interest in its music business as well as new products, but the transition to Intel processors may have caused supply issues for Q1 2006. me again ... Obviously what IDC is saying doesn't correlate very well with what both INTC and AMD said, whose wrong? Strong sales overall and in Europe? Nice to see both DELL and AAPL having problems, serves em right, boo-ya. Strange about GTW with Inouye leaving. Maybe it's a legacy carryover from Wayne? Shouldn't be long though before Waitt has things screwed up again.