Replies to post #34290 on Intel Corp (INTC)

[Ixse]

Sarmad, congratulations with your epsconstest win. My estimates sucked quite a bit, especially AMD's stock price estimate.

What Keith said (50% growth in mobile cpu's both unit and rev wise) I heard being mentioned twice on the CC. I also think I heard a comment about increasing ASP but I think that it can't possibly have been significant -- as long as units and rev grew exactly an equal percentage ASP was flat. So what probably happened is that rev grew slightly more than units but both close to the 50% mentioned.

Regards,

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