AMD is a little bit ahead on dual core, so they will see better sales. |
Any way you slice it this company did what they said they would do, and their major competitor, Intel, struggles vastly. |
I still have my concerns that the company is going to run into some problems in the back half of the year. |
It's very similar to the way that Dell got started. |
The landscape is changing. I just don't know what Intel can do to stop it. |
There are pretty high expectations. Intel needs to show their technology road map and prove it. |
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. |
There's no way they can spin this one positively. It will put unit growth behind estimates. |
They are waiting for new chips and for a reason to upgrade. |
Ultimately, when the market settles, I think that there will be three major players and about six niche players. |
We believe that IM Flash has been successful advancing the NAND roadmap, with 5-to-10 percent of production on 72-nm [technology]. We also believe MLC devices are very close to sampling, with engineering devices available for evaluation. |
We believe there will be an AMD/Dell deal announced very soon; more specifically, we believe it will come as early as March and involve Dell notebooks. The deal will likely mature from there to include servers and desktops, in that order, in subsequent months. |
We believe there will be an AMD/Dell deal announced very soon; more specifically, we believe it will come as early as March. |