Duke, if you look at last quarter's earnings release, Intel breaks down their revenue into 4 global regions. Of their $9.7 billion in revenue last quarter, the breakdown was as follows:
Asia-Pacific: $4.9 billion (50.5%)
Americas: $2 billion (20.6%)
Europe: $1.9 billion (19.6%)
Japan: $936 million (9.6%)
So all of North and South America combined was only 20% of revenue. If you assign SWAG estimates for US versus Canada/Mexico (80%?), retail versus corporate (40%?), and retail desktop versus notebook (60%?), US desktop retail is likely much less than 10%, and I wouldn't be surprised if it's less than 5%.
Of course, one way to read those marketshare gains is that their revenue from US retail desktop has almost doubled from a year ago, so we could once again start to approach that 10% number, and boost overall revenue by a few percentage points over last year due to this one segment.
One interesting item from last quarter is that the $2 billion revenue in the Americas was a 6% increase over Q3, so we might be starting to see this effect.
About the only other number to offer in answer to your question about segments is that I remember reading somewhere that 50% of all corporate purchases these days are notebooks, and that number will probably continue to rise.
I find it striking that over half of Intel's revenue is in the Asia-Pacific region. I don't think I had fully internalized that before typing this post....
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