Danny Lam
Danny Lam
demand explosion fourth quarters surprises third
I think there is going to be a demand explosion in the third and fourth quarters that surprises even Intel.
asking caught chips needed next people year
Historically, the highest-end chips of this year become the mid-range chips of next year. That's always been the case. Two years ago, people were asking why they needed a 200 MHz Pentium processor. Now, most people wouldn't be caught without at least that.
assessment damage days factories initial shut terms three week
Where we are in terms of damage assessment is my initial assessment of these factories being shut down for three days to one week is now very optimistic.
beginning buy consumers data higher performance retail seeing seen showing
There is a need for more horsepower machines, and we have seen retail data showing that consumers have been seeing that too. They are beginning to buy higher and higher performance processors.