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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: etchmeister who wrote (21085)	11/27/2006 11:10:38 AM
From: etchmeister	Read Replies (1) \| Respond to of 25522

Mobo shipments to slide by 1% on quarter in 4Q, says Goldman Sachs Printer friendly Related stories Comments Email to a friend Latest news Related topic Hot systems Compiled from outside sources; Esther Lam, DigiTimes.com [Monday 27 November 2006] Goldman Sachs analyst Henry King noted in a report issued by the company on November 24 that motherboard shipments may shrink by 1% on quarter and 8% on year to 29.8 million units in the fourth quarter. King said that the market is "overlooking" the weakness in fourth quarter motherboard shipments and that the upcoming quarter should also be below the historical average. Goldman Sachs: Mobo shipments forecast (thousand units) Company 4Q06(e) 1Q07(e) Q/Q(%) Y/Y(%) Asustek* 15,550 16,400 5.5 11.3 Gigabyte 3,100 4,050 30.6 3.1 MSI 4,280 4,900 14.5 12.9 ECS 6,836 6,600 (3.5) 15.1 Total 29,766 31,950 7.3 11.1 *Asustek's motherboard shipments include that of ASRock Source: Goldman Sachs, compiled by DigiTimes.com, November 2006 What about ATI, NVDA and what about "Mother Intel" chipset shipments?

To: etchmeister who wrote (21085)	11/27/2006 2:55:01 PM
From: niek	Respond to of 25522

re: (somewhat contradicting GS and ML's official partyline about CPU/PC) AMD accelerates introduction of 65-nm microprocessors The Semiconductor Reporter November 27, 2006 TAIPEI, Taiwan -- Advanced Micro Devices Inc. is slated to introduce its first 65-nm Athlon 64 X2 dual-core processors on Dec. 5, the Commercial Times reported today. Although the first 65-nm AMD processors were widely expected to be unveiled sometime next month, the news service said the firm had accelerated the launch in order to start producing more processors per wafer with the new process to overcome a shortage of chips. AMD is expected to debut four processors, code-named Brisbane, in the 65-nm Athlon 64 X2 series. Model number 5000+ will be specified to run at 2.6 GHz, with the 4800+ at 2.5 GHz and the 4400+ at 2.3-GHz. The Athlon 64 X2 4000+ will be introduced at 2.1 GHz. The Commercial Times said additional Brisbane 65-nm processors will be unveiled in the second quarter of 2007. This will include a model 5400+ to run at 2.8 GHz and the 5200+ at 2.7 GHz.