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Mentioned (I, II) during Intel's Q2 earnings call: Enterprise and emerging markets demand...

Mentioned (I, II) during Intel's Q2 earnings call: Enterprise and emerging markets demand healthier than other areas (no surprise), though emerging markets are also moderating; share likely gained from AMD in low-end desktops and notebooks; customer inventory replenishment not as strong as expected; rising dollar leading to higher PC prices in some areas; Ivy Bridge costs expected to drop in Q4; $699 ultrabooks still expected by fall. INTC -1% AH.
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