Zune - Microsoft built adecentportablemusicplayer, but the Zune was never able to grab more than 2% marketshare against the iPod's 70%, and was recentlydiscontinued.
China's huge size means that to maintain stellar growth rates, the economy needs to move up the value-added chain fast and grabmore export marketshare.
While it is more likely that Nvidia will grabmarketshare from both Intel and AMD, we consider the potential downside to Intel under the scenario in which Nvidia takes a full 5% microprocessor share from Intel alone by the end of our forecast period.