Replies to post #25761 on Intel Corp (INTC)

[chipguy]

I don't buy
for a minute that Intel's revenue warning is due in most
part to market share loss.

What about ASP erosion, then?

You think that would be better for AMD? Market share
change is a zero sum game but a sudden fall in Intel
ASP would be a bad sign for AMD because buyers
aren't stupid. They would demand similar cuts from
AMD.