AMD strictly moderated (AMD)

[jhalada]

Alan,

On market share in unit terms, my expectation is for only minor changes. AMD units were down 7% in Q1. Intel units would have to be down more than that, which I don't think has happened (unless the inventory situation skewed things in a way that channel inventory of Intel stuff got sold, and Intel sales were reduced by that much).

I expect Intel ASP drop, roughly the same unit market share, the result of which should be some dollar market share gain for AMD.

Joe