Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.66

+1.3%

Dec 29 3:59 PM EST

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To: AK2004 who wrote (146329)	10/31/2001 2:06:02 AM
From: Dan3	Read Replies (2) of 186894

Re: 24% of Intel's channel CPU units in September (will be >40% in Q4) 24% in September would imply less than 24% for the quarter Intel always qualifies market share numbers with the restriction that the share is for "their segment." Then they don't define the segment. We've really never had any real information from Intel about quantity sold, quantity shipped, or market share. It continues to be a big question mark - maybe it's good, maybe it's bad, maybe something in between. From their public statements they could have sold 20 million processors last quarter or 30 million. They could have sold 1 million P4s or 5 million P4s. They never talk about how much of a decline in PIII sales took place in the segment in which P4 sales increased. Dell is the biggest segment for Intel - maybe their numbers refer only to sales to Dell. Maybe the segment they're talking about is India - they won't say.

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