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To: Not a Short who wrote (220544)12/14/2006 9:25:29 PM
From: economaniackRespond to of 275872
 
Not exactly what they said. 1 slide seems to show the rev. share of server parts in their mix remaining more or less constant. However in comments they indicated that a big increase in 1P penetration would lower server ASPs but raise ASPs generally by providing a richer mix which suggests a higher rev share for server chips. They expect units to increase by 20% (or more see previous kerfluffel) overall with most of the gains from notebook and enterprise desktop skus.

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