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To: Petz who wrote (195209)	4/26/2006 8:20:13 PM
From: TGPTNDR	Respond to of 275872

Petz, Re: Apparently no one is willing to highlight the fact that Otellini was lying when he said that Intel did not lose overall CPU market share.> What Otellini said was Microprocessor ASPs were down slightly and unit market segment share was flat. This and future quotes from: seekingalpha.com Later Bryant said Thanks, Paul. As Paul stated, we have begun the year competing for orders and holding share, ... Now, you're got to realize INTC had a 14 week Q VS a 13 week Q for AMD and they're comparing CPUs sold in the Q. And that's exactly what Osha is doing when he says "Flattish", a term I'd allow one or two percent. Osha's not willing to call one of MLPFS's best clients a fibber. But later: Michael Masdea - Credit Suisse I guess what’s interesting is the last few quarters we’ve seen your competitor seemed to outgrow you but market share loss hasn’t been something in your vocabulary. Is there some math that we’re doing wrong? What gives you the confidence that there’s not more share loss going on, that we’ve seen the last few quarters and it’s not going to continue? Andy Bryant It’s simple. When we talked to you in January, it was before we saw our competitors’ shipment data. When you looked at it, it clearly said in the fourth quarter of last year we lost more market segment share than we thought we did. I think we probably lost a little more in the third quarter than we thought we did as well. If you look at the fourth quarter, again, we’ve seen their unit shipments, we know what our unit shipments are. On a unit shipment basis, we held — in the first quarter, I mean. So we’ve seen that. There could be some adjustment in the second quarter again, as I clean up my inventory. I don’t know what their position is so I can’t really tell you yet how the points will move back and forth. The first quarter was a noticeable change from what we saw in the back half of ‘05. Michael Masdea - Credit Suisse Does that imply that your ASPs were down in the ballpark of 5% to 8%, somewhere in that range? It seems like their unit market share wasn’t down quite as much. Their units weren’t down as much as yours were. Andy Bryant ASPs only dropped slightly which wouldn’t be quite that much to be honest. Andy said he was fibbing about Q3 and Q4 last year. He's fibbing about Q1 this year, IMO. I'd bet he and Joe Osha both know it. I'll bet he admits to it by q4 this year. -tgp