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To: combjelly who wrote (201639)	6/12/2006 7:40:19 AM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

[edited 3.] @Comb - HP " I wouldn't be surprised if their commercial line looks like their consumer line with several boxes with different feature sets and a choice of AMD or Intel. No separate lines for each. " I hope your right ... and by the way, its making so much sense and I'm wondering, why other OEMs aren't doing the same (hint: Intel-only contracts (which will be gone???)) - I can't hear the DELL-trash-talk about costs anymore, when it comes just to this topic ... @Rink Seems like "your" soccer team has to do better in the next rounds (World Cup) ... ;-) can't wait for the next german match. Edit: Q2 demand Seems like we get some indications that notebook demand isn't that great. One example: digitimes.com Who was the one, which has 85+% share? Edit2: @Comb " If HP does it and is successful, look for the others to follow quickly. Given that HP just recently refreshed their printer lineup, their commercial lineup is due soon. " I have placed my bet - I think you too ... ggg edit3: @Demand -> mobos digitimes.com Correct, mobos are in very healthy supply - translated: in- ventory is big ... Intel called all the guys to produce more stuff going forward and now they are in deep doo-doo-doo -> thanks Intel. BUGGI