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Re: jjayxxxx post# 69773

Tuesday, 01/17/2006 5:22:13 PM

Tuesday, January 17, 2006 5:22:13 PM

Post# of 97871
jj,

It looks like I seriously overestimated Intel's CPU results. By almost a billion... I expected the Q4 to be better, overall, than it is actually going to turn out. AMD may have taken a share from Intel, but not a billion's worth.

I wonder how Intel (and overall market) did on units. Intel did indicate lower ASPs...

Joe
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