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
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.