11 ordspråk av Danny Lam

Danny Lam

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en If you were constrained by manufacturing capacity, you would focus on selling the lower-end Pentium III, which is almost a drop-in replacement for the higher-end Celerons, but more profitable.
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en Where we are in terms of damage assessment is my initial assessment of these factories being shut down for three days to one week is now very optimistic.
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en Until then, we're dealing with smoke and mirrors, ... We're looking at an industry decline in capacity of 20 percent [in October]. What you've got right now is propaganda from companies saying that everything is okay.
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en We're talking about inventory that would have shipped in the last month and would have appeared in PCs shipping around Thanksgiving, ... You're running smack into the holiday shopping season.
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en There is a need for more horsepower machines, and we have seen retail data showing that consumers have been seeing that too. They are beginning to buy higher and higher performance processors.
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en I think there is going to be a demand explosion in the third and fourth quarters that surprises even Intel.
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en People in the industry don't want to believe it, and most of the executives are still talking about the higher growth rate.
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en Taiwan is operating at about 50 percent capacity on average, ... My first worries concern a shortage of graphics chipsets.
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en Historically, the highest-end chips of this year become the mid-range chips of next year. That's always been the case, ... Two years ago, people were asking why they needed a 200 MHz Pentium processor. Now, most people wouldn't be caught without at least that.
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en If you were constrained by manufacturing capacity, you would focus on selling the lower-end Pentium III, which is almost a drop-in replacement for the higher-end Celerons, but more profitable,
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en Historically, the highest-end chips of this year become the mid-range chips of next year. That's always been the case. Two years ago, people were asking why they needed a 200 MHz Pentium processor. Now, most people wouldn't be caught without at least that.
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