I don't think there will be a significant inventory exposure. The thing that is different is that there are two new products out there and demand has gotten too strong ... too soon. But, I think it's a problem that can be overcome quickly. |
Investors will walk away hearing that things are coming in as expected, or maybe slightly better than expected. I don't think Intel will be ringing any bells. |
It adds credibility to the notion that customers are questioning to what degree they should spend and when they should spend. Until we get on firmer ground relative to what's going on geopolitically, so many customers are able still to defer purchases. |
It depends on how you define success. They can generate revenues with these products. But if you define success with not only revenue, but margins as well, that will be a tough proposition. You're just not going to be able to duplicate that kind of margin success. |
The purity of doing things to drive processor revenue is over. This is designed to drive revenue, and it's possible that they could become the No. 1 or 2 player. They may not understand the business, but they can hire people that do. |
The response would be rapid. |
This is year one of the trend toward dynamic pricing. |
This wasn't just a job for Wendy. We hoped to have a person heading up the program who made this a real commitment in their lives. With Wendy, we got more. |
We assume there is a release until we can prove there is not. You go indoors. You turn off your air conditioning, and you stay tuned. |
We're still monitoring the Bunker Hill Road situation. We want to make sure Hereford students and motorists are safe. |
We've taken progressive steps over the years to ensure the safety of motorists and pedestrians at Hereford. This is just the next step in those measures. |
What I'm seeing so far is beautiful. |
You could argue that Intel does have a higher level of requirement to play with all the PC vendors on a level playing field. |