Intel Corp (INTC)

[jhalada]

Alan,

Good points,

If conroe ASP is about $300, and overeall desktop stays at $140, then the rest of desktop (besides conroe) needs an ASP of about $117 to maintain the overall INTC ASP of about $150.

Yes, but to reach $117 is not that easy, from portion of the market that does not contain high end desktop, mobile, and servers. AMD has not reached $100 without those exclusions.

My point was that Intel can't just slash and burn all of Netburst prices. There still needs to be segmentation, so that there is something to offset $50 Celeron prices, meaning higher priced Netburst, SC and DC CPUs.

Joe