Mike Feibus

Mike Feibus
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.
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.
changed denying presence rules
There's no denying that AMD's presence has changed the rules for Intel.