Doug Freedman
Doug Freedman
intel landscape stop
The landscape is changing. I just don't know what Intel can do to stop it.
similar
It's very similar to the way that Dell got started.
chips reason waiting
They are waiting for new chips and for a reason to upgrade.
ahead bit dual
AMD is a little bit ahead on dual core, so they will see better sales.
company major slice struggles
Any way you slice it this company did what they said they would do, and their major competitor, Intel, struggles vastly.
company concerns half problems run
I still have my concerns that the company is going to run into some problems in the back half of the year.
announced believe deal early
We believe there will be an AMD/Dell deal announced very soon; more specifically, we believe it will come as early as March.
major market niche players six three
Ultimately, when the market settles, I think that there will be three major players and about six niche players.
concerns efficient learning operate start
There had been concerns that when you start up a new factory, it's not as efficient because it's new and you're still learning how to operate it properly.
high intel map needs prove road technology
There are pretty high expectations. Intel needs to show their technology road map and prove it.