Mike Feibus

Mike Feibus
changed denying presence rules
There's no denying that AMD's presence has changed the rules for Intel.
business hit
Intel's business probably couldn't take a hit to their credibility without ramifications,
certainly saying waiting
They're certainly saying all the right words, but after their history, everyone's waiting to see them execute.
efficient learned
They learned a lot about tuning in their manufacturing with the K6, ... They're much more efficient now.
efficient learned
They learned a lot about tuning in their manufacturing with the K6. They're much more efficient now.
buying coming company cost drop falling fired good hardware intel nobody past prices rain sold structure time watching
Intel is coming off a time when nobody got fired for buying Intel. Their hardware sold at a premium. We've been watching prices drop like falling rain over the past two years. But the company has a cost structure like the good old days.