Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: bobs10 who wrote (194667)	4/20/2006 10:42:20 PM
From: Not a Short	Read Replies (1) \| Respond to of 275872

italics

To: bobs10 who wrote (194667)	4/20/2006 11:47:34 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"Obviously what IDC is saying doesn't correlate very well with what both INTC and AMD said, whose wrong?" Neither of them. Intel stuffed the channel in Q405, big time. They offered rebates on the stock that was stuffed. Given that it was low end product, it shouldn't effect their overall market. That is, unless they hae to do it for much longer. Odds are, they will have to do it for the next 4-5 quarters. Which means the chickens will come to roost before then...