You can modify our forecast above to see how Trefis price estimate for Intel will be impacted if it loses more notebook market share than we anticipate.

FORBES: Qualcomm Prepares To Take On Intel's Ultrabooks

For Intel (and the notebook makers) to meet estimates, he says, the industry will need to see an above-seasonal December.

FORBES: Intel: Will It Miss Q4 Guidance?

We hope to see HDD and SSD combinations or future hybrid HDDs that would support write caching, particularly for notebook and especially ultra-thin notebook computers.

FORBES: Will A Fusion Drive Approach Become Widespread in Computers?