Advanced Micro Devices Inc (AMD)

[wbmw]

Elmer, Re: Banias volume during Q1

Well, I assume you mean Q2, since Banias launched in March, and I don't think the volumes for that quarter are very representative. However, given the mix of current notebook lines, I would not be surprised if Banias accounts for 30% of Intel's notebook volumes already. By the end of the year, I'd expect it to cross over.