Highlights:
- Intel had to cannibalize its motherboard sales to have chipsets to ship to OEM manufacturers. A chipset shortage may continue. Overall, inventories are lower than desirable. It looks like even Intel underestimated the strength of the global computer market.
- Microprocessor units were at a record, but xBox sales pulled average unit price down somewhat.
- Chipset units were higher.
- Motherboard units were lower.
- Flash memory units were higher and at record levels, with lower average selling prices.
- Wireless connectivity units set a record.
- Wired connectivity units were lower.
- The 65 nm process is proceeding better than expected. Samples of microprocessors code-named Yonah, Presler and Dempsey, the company's first 65nm dual-core microprocessors for notebook, desktop and server platforms, respectively, have shipped to OEMs.
- With five new Celeron D processors with 64-bit computing capability for the value PC segment, Intel now has 64-bit capability available throughout its desktop and server microprocessor product lines.
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