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Re: wbmw post# 78340

Friday, 01/12/2007 12:41:53 AM

Friday, January 12, 2007 12:41:53 AM

Post# of 97554
wbmw,

No, I said clobber them in sales. That means relative sales, also known as share.

It depends if Intel comes in at the high end of the estimate or the low end. I think the guidance is between 4.5% and 11.5% growth over Q3 vs. AMDs 3% growth.

It would certainly be disappointing if Intel disappoints too. AMD has had meaningful increase in unit sales, accompanied by similar fall in ASPs. It would certainly not be a good sign if Intel ASPs are either stagnant or falling as well...

Joe
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