Replies to post #37640 on Intel Corp (INTC)

[alan81]

So if I understand this correctly...
Intel gained revenue share but lost unit share,
while AMD gained unit share at the expense of revenue share.
Now who is engaging in a price war here?
--Alan

[Snowrider2]

Joe,

You said Intel units went up by less than 12.3% (Info from quarterly releases and conference calls)

Here is a link to the INTC CC Transcript.

http://seekingalpha.com/article/24326

I read through it and couldn't find any mention of a 12.3% unit growth. I found a 19% increase for server units but that was it. I also went through the earnings release and couldn't find that information either. Perhaps you can point out where you found or derived the 12.3% unit increase for INTC.

Thanks,
Snow

[tecate]

hmm, I'm not sure I believe this yet. I'll wait.