AMD strictly moderated (AMD)

[chipdesigner]

Guidance is likely to be awful. Dempsey has basically been squeezed out, since no OEMs are launching any systems until late May / June due to the FB-DIMM supply problems, and Woodcrest is due by late Q3. And it's still a last-generation blowtorch at any rate. Intel osbourned all their existing products at IDF, so Q2 and even Q3 should be pretty grim for them. Guidance will likely reflect this.