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To: BUGGI-WO who wrote (237365)7/27/2007 9:17:04 AM
From: Joe NYCRespond to of 275872
 
Buggi,

Intel CPU margins are likely > 60%. Intel sells a lot of chipset with margins half that, roughly one chipset per CPU (nearly 100% share). AMD/ATI maket share of AMD CPUs is much lower, probably below 50%. So chipsets would not be lowering the overall margins as much. The wild card (in this optimistic scenario) would be discrete graphics.

Joe