Dan, Re: "Intel unit sales were solidly down for Q1" and "indicates that P4 ASPs are probably lower than those of the PIII parts they're replacing"
Doesn't make any sense. Revenues were flat with last quarter, which means that if ASPs or volumes are down, then the other one of the two is up. You are trying to suggest that both ASPs and volumes were down for Intel, but if so, then revenues wouldn't be constant.
In other words, you can't have it both ways.
Re: "I think you're ignoring the impact of game console sales."
X-Box CPUs were *not* part of the 34M number.
Intel grabbed an 80.6% share of the PC market compared with AMD's 18.5% share, he said. If Intel processor sales for X-Box are included in the tally, Intel's market share was 81.2%, compared to 18% for AMD, he told EBN.
Looking at this quote, we can find out the total available market, and subtract AMD's volumes (VIA and others were said to have sold about 300k in Q4). Without X-Box, AMD had 18.5% of the market with 7.8M CPUs. The total market, therefore was 42.2M. Subtracting 7.8M AMD volumes and .3M from others, that puts Intel's volumes at 34M (Intel later confirmed this number in another news source).
With X-Box included, the total market was 43.3M, so X-Box CPU sales were about 1.1M for the quarter.
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