Wow, ATI expects Q3 revenues to come in at $530 million, down from the guidance of $560-$600M. Since ATI has competitive products with arch-rival nVidia, is this a tip-off that this quarter's PC sales will be a big disappointment? That's the most likely conclusion I come to. There is not enough momentum in other forces such as Intel's new embedded graphics GMA 950 to cause such a big drop in orders that ATI management fully expected.
ATI's stock got pounded, which is no surprise. Maybe Wall Street knows something we do not.
-- Peter S. Kastner
No comments:
Post a Comment
All comments are moderated.
Note: Only a member of this blog may post a comment.