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

To: wbmw who wrote (237516)	7/28/2007 8:07:50 AM
From: NicoV	Read Replies (2) \| Respond to of 275872

>This is a flawed analysis. For one thing, Q2 was above seasonal, because demand grew from Q1 (seasonal from Q1 is usually down 5-10%). No one today is expecting growth in the second half that's seasonal from Q2. They are looking at growth seasonal from Q1. Q2 is a high blip in the radar. They way I see it, Q1 was the abnormal quarter, with sales falling abnormally. That was when AMD got hit with inventory problems. Q2 was when things started to get restored to normal. How else can you explain the growth in Q2? Not because AMD suddenly got more competitive with Intel and hence increased market share. But because Q1 was abnormally low.