Advanced Micro Devices Inc (AMD)

[Ixse]

Petz, 2 is out of the question. There's only one HP and one Compaq notebook that sells with one K8 XP with one frequency this quarter. So this would have absolutely no influence whatsoever at all for this quarter.

So xbit lab is plain wrong, or plain right (we simply don't know). Combining Xbit labs story with Keith's hint would make it right stating those low numbers. AMD never said publically how much K8's they'd make in Q1. Xbit labs story fits with Henri Richards comments; it also fits with previous guidance.

About your possibility #3: Opteron demand should be rather healthy but not breath taking unless I'm not getting it (the article didn't talk about socket 940, so Intel rebranded Opteron's would do the trick;). Don't give it a chance really to explain those low numbers though.

Still CPU demand seems to be a bit better than seasonality patterns would suggest, and lower than in Q4, meaning quite a lot of P4's and AXP's got sold. Buggi's flash graphs show price hikes that indicate to me demand of AMD's NOR is pretty darn good: Flash just can't be lower than Q4.

Overall I think there are enough indications that we at least seriously need to consider that xbit lab might be right here.

Something else I'm thinking about getting myself an Acer Aspire 1501LMi notebook: http://www.acer.de/acereuro/page4.do?dau22.oid=4181&UserCtxParam=0&GroupCtxParam=0&dctx1....

Kind regards,

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