Replies to post #25765 on Intel Corp (INTC)

[Golfbum]

pure guessing here but i suspect there's a point of mss loss and a larger contribution from overall market volume decline. maybe a little asp as well.

if i'm right amd will benefit from the mss gain, but lose on asp and overall market volume sagging just like intel.

probably ugly for all...

gb

[Temp-]

[...] 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.

If Intel parts are seen by customers as currently inferior overpriced, Intel may be forced to propose rebates in order to maintain market share. These rebates may be not be proportionate to the expected immediate lost market share if Intel think that there is some strategic interest in preventing AMD share gain in specific segments, or if long-term contracts are at stake. It will be interesting to know if Intel ASP are affected for Q1. By the way, has AMD not already confirmed guidance?