Advanced Micro Devices Inc (AMD)

[chipguy]

I take it you expect the 356% growth rate to have accelerated in Q3 then?

YoY? Not likely. IPF had a major step increase in sales
between 2Q03 and 3Q03 because of the introduction of
the Madison 6M mid 2003. Although IPF sales seem to be
more heavily weighted to the second half of the calender
year there was no new IPF MPU introduced in 3Q04 so I
don't expect a similarly large jump this year. The Madison
9M's intro was slipped to early November so it won't make
its impact felt until 4Q04.