In th elongest article ever at Inquirer Intel's Otellini and Chandrahsehekar admitted that AMD has indeed stolen marketshare and that Conroe will help but millions of pieces of inventory have to be moved by June to make way. I think they're being optimistic that IT buyers will want ANY P4s after telling them that Conroe is 40-60% faster and 20-30% cooler.
Inquirer
Inquirer