Intel Corp (INTC)

[jhalada]

chipguy,

The problem isn't that AMD grabbed 20+% of the x86 MPU
market in Q4. The problem is it grabbed a lot less at the high
ASP end and a lot more at the factory floor sweepings end.
You'll understand the implications of this a lot more in five
days.

I understood the implication of falling ASPs in March or April 2006, when I sold my AMD shares.

Joe