AMD strictly moderated (AMD)

[jhalada]

wbmw,

Intel did mention in one of the warning that Intel lost market share, but since AMD units were down on the quarter, some 7% IIRC, I don't think Intel units were down more than that. There were some positive stories about market in general.

My guess is that INTC did not lose any market share, and if they did, it is not much more than 1%. I think INTC earnings would have to even below the lowered guidance to lose more than that.

My speculation is that Intel sold some processors at very low prices in March, keeping the unit market share, lowering ASPs, and losing some dollar market share.

Joe