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

To: combjelly who wrote (194676)	4/23/2006 2:55:06 AM
From: Petz	Read Replies (1) \| Respond to of 275872

I tried to read all the posts trying to reconcile the hefty >10% q/q decline in units with the IDC data that said the PC market expanded in Q1 and didn't find anything satisfied me. I think the answer is that IDC and Gartner data measures PC sales, not CPU sales. PC's sold in Q1 mostly had the microprocessors sold in Q4. At least this is very much true for Intel-processor PC's, where there is a known large industry inventory problem at both the PC level and the CPU level. Based on the lower numbers confirmed by both AMD and Intel comments, I think we can be certain that IDC/Gartner will report a "down" Q2 vs Q1. Of course, another problem is that IDC and Gartner like to report year over year data, so it is difficult to extract quarterly data witout the full report. Petz