INTC supplied 90% server chips in the quarter - AMD only had 4.5% going in? maybe some share gain there
also - INTC says buyers of PCs are going for lower priced chips - i wonder who has those ;)
Sentiment: Strong Buy
I think the trend is companies buy weaker & cheaper chips but more chips for a server instead of more powerful & more expensive but fewer chips since cloud users (think tablet) connect to server for typical stuff like email and web surfing, etc.