albert, Re: "you maybe right about p4 higher unit shipments but intel's celeron shipments are way below expectations. Lower p4 and athlon prices taking market share from celeron."
The same probably goes for Duron as well. I haven't seen any statistics on Celeron sales, but if they are down due to lower pricing on Pentium 4 and Athlon, then Duron will be down as well, and that would affect AMD's volumes.
Re: "Of course, given Barrett's claims of gains in unit market share over the last 2-3 quarters I expect intel to use every trick in the book...."
Any time the total available market grows, and Intel is unable to provide enough volumes to fit it, AMD is presented with the opportunity to gain in market share. When the market shrinks, and it boils down to a choice between a design win for Intel or AMD, Intel has traditionally won out. I don't know what you are trying to say, but I doubt that Intel can do anything to prevent AMD from advancing if there is a market for both product lines. About the only thing Intel can do is guarantee the design win if it comes down to a choice between one or the other. When the market is growing, there are simply too many vendors interested in using CPUs from both Intel and AMD. The only way for it to be otherwise is if Intel increases capacity to meet the demands of a larger market, and thus shut AMD out. They may be trying to do this, and if they succeed in producing more volumes, they will win.
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