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Joey Smith

06/02/06 9:30 AM

#28510 RE: mas #28506

Mas, I'll stick to my claim that there is a much greater chance of AMD warning for Q2 than Intel (and an even greater chance of stock decline from these levels) :-)
Joey
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wbmw

06/02/06 12:39 PM

#28516 RE: mas #28506

Re: Handelsbanken claimed Intel "stuffed the channels with chips in February and March, the floor fell out in April, and sales dropped 52% year on year".

Q2 is a very backend loaded quarter, with almost half of all sales occurring in June. I wonder if this analyst (whose firm I've never heard of) realizes this.