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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Monica Detwiler who wrote (69092)	1/26/2002 5:33:23 PM
From: Dan3	Respond to of 275872

Re: Intel says they gained about 2 points in market share in Q4 2001 Intel also said that CPU gross margins were depressed by X-box sales, and X-box sales were about 1.5 million units in Q4 and ramping (sales of chips to an OEM are counted at the time of the sale, so any X-boxes shipped in the first month or so of this quarter were Intel CPU sales last quarter). Since Intel is counting X-box sales as CPU sales, about 4% to 5% of their sales were X-box sales, which would seem to indicate that Intel's PC-CPU sales dropped 2% to 3%.