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Re: chipguy post# 29064

Wednesday, 06/14/2006 11:25:10 AM

Wednesday, June 14, 2006 11:25:10 AM

Post# of 151693
chipguy,

I don't think Intel
will seriously damage its ASP at the granularity of
quarterly reporting, certainly not extending beyond
one bad quarter.


I see 3 quarters at minimum. Q1 is already done, AMD warned that Q2 will be bad, and I don't see how it can turn around in next 15 days, and then there is Q3. I see some hope for Q4, because I think Intel will ramp MCW fast, and will not be at competitive disadvantage in that quarter.

Joe
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