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Technology Stocks : Intel Corporation (INTC)

INTC 36.82

+1.5%

Dec 19 9:30 AM EST

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To: wanna_bmw who wrote (151367)	12/6/2001 4:41:13 PM
From: andreas_wonisch	Read Replies (3) of 186894

Wanna_bmw, Re: My guess is that it should be relatively unchanged, but with the large upside on Intel's guidance, it might suggest that Intel gains a point or two. Unit market share? Maybe. Revenue market share? I don't think so. AMD expects to have >10% more revenues in CPUs alone (since flash is expected to be about flat) while Intel is expecting overall revenue to increase between 2.4% and 5.5%. If Intel's other groups doesn't do worse than that that's what to be expected from CPG too. So it looks like AMD won back successfully revenue market share in CPUs by increasing ASPs without losing units. Keep in mind that Intel guided for lower ASPs in the last CC and they didn't change that forecast in today's PR (we have to listen to the CC later to be sure). But it's still possible that Intel increased units more than AMD, so unit market share could be down for AMD. But I agree with you that it's probably more or less unchanged. Andreas

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