Found this at extremetech.com, not a new story rather it appeared a couple of days ago. Would the hideous dip in q1 2007 be down to the xbox 360 / PS3 factor??
http://www.extremetech.com/article2/0,1697,2223295,00.asp
http://www.extremetech.com/article2/0,1697,2223295,00.asp