AMD's CPU revenues should grow at least 5% as Intel's fall 8%
Seeing as AMD is larger than Intel by the ratio 8/5 you mean?
He wasn't talking about units. Q1 is seasonally down in revenue for both. His statement makes no assumption about how much unit market share is shifted. I actually think the unit share will be roughly the same, but AMD's ASPs are trending up, and Intel's will be trending down, resulting in a revenue share increase for AMD.
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