Intel Corp (INTC)

[jhalada]

chipguy,

From Q3 to Q4 Intel increased its MPU revenues by 13.2%
compared to 4.2% for AMD.

It was 12.3, IIRC.

An extra $2B represents a further 31% increase for Intel.
You think Intel could have raised MPU ASP by 31% plus
another sizeable chunk to counter the resultant loss in unit
sales?

If you re-read my post, I was comparing YoY results. Q4 results are what they are not only a consequence of actions taken in Q4, but they are consequences of actions take in prior quarters.

What I mean in particular were price cuts of Q1 and Q2. Intel's ASPs did not need to be lower in Q4 2006 while Intel was selling high percentage of CPUs dual core, some of them market leading Conroes and Woodcrest - compared to Q4 of 2005 when Intel was selling single core and donkeys - at higher ASPs.

Joe